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NEOS Investment Management’s WEC Energy WEC Stock Holding History

NEOS Investment Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.12M Buy
52,443
+5,920
+13% +$675K 0.02% 330
2026
Q1 		$5.39M Buy
46,523
+1,402
+3% +$158K 0.03% 324
2025
Q4 		$4.76M Buy
45,121
+7,422
+20% +$822K 0.03% 339
2025
Q3 		$4.32M Buy
37,699
+12,299
+48% +$1.33M 0.03% 325
2025
Q2 		$2.65M Buy
25,400
+5,349
+27% +$569K 0.03% 328
2025
Q1 		$2.19M Buy
20,051
+3,759
+23% +$384K 0.04% 318
2024
Q4 		$1.53M Buy
16,292
+3,728
+30% +$361K 0.04% 337
2024
Q3 		$1.21M Buy
12,564
+2,436
+24% +$216K 0.04% 340
2024
Q2 		$795K Buy
10,128
+2,988
+42% +$243K 0.03% 364
2024
Q1 		$586K Buy
7,140
+2,745
+62% +$221K 0.04% 350
2023
Q4 		$370K Buy
4,395
+1,405
+47% +$116K 0.04% 339
2023
Q3 		$241K Buy
+2,990
New +$260K 0.03% 319

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NEOS Investment Management's WEC Position: Q2 2026 in Review

NEOS Investment Management increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $675K and bringing the position to 52,443 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #330.

NEOS Investment Management first reported a position in WEC in Q3 2023 and has held it in 12 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • NEOS Investment Management held 52,443 shares of WEC Energy worth $6.12M as of Q2 2026.
  • NEOS Investment Management bought 5,920 WEC Energy shares in Q2 2026, an estimated $675K.
  • WEC Energy made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #330 holding.
  • NEOS Investment Management first reported a position in WEC Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.