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Paloma Partners’s WEC Energy WEC Stock Holding History

Paloma Partners’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
2025
Q1 		– Sell
-8,800
Closed -$828K – 258
2024
Q4 		$828K Buy
+8,800
New +$853K 0.04% 166
2024
Q3 		– Sell
-49,100
Closed -$3.85M – 1721
2024
Q2 		$3.85M Buy
+49,100
New +$3.99M 0.11% 187
2024
Q1 		– Sell
-52,000
Closed -$4.38M – 1084
2023
Q4 		$4.38M Buy
+52,000
New +$4.28M 0.16% 141
2019
Q4 		– Sell
-1,900
Closed -$181K – 2549
2019
Q3 		$181K Buy
+1,900
New +$171K ﹤0.01% 1773

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paloma Partners's WEC Position: Q1 2025 in Review

Paloma Partners sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 5,782 shares — an estimated $544K sold.

Paloma Partners first reported a position in WEC in Q2 2014 and held it in 29 quarters. The position peaked at $4.83M in Q2 2020. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Paloma Partners reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Paloma Partners sold 5,782 WEC Energy shares in Q1 2025, an estimated $544K.
  • Paloma Partners first reported a position in WEC Energy in Q2 2014 and held it in 29 quarters.
  • Paloma Partners's WEC Energy position peaked at $4.83M in Q2 2020.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.