&Partners’s WEC Energy WEC Stock Holding History

&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
2026 Q1	$18.3M	Sell	157,854 -11,568	-7%	-$1.3M	0.09%	205
2025 Q4	$17.9M	Buy	169,422 +9,403	+6%	+$1.04M	0.09%	193
2025 Q3	$18.4M	Buy	160,019 +1,462	+0.9%	+$158K	0.12%	162
2025 Q2	$16.5M	Buy	158,557 +44,213	+39%	+$4.7M	0.13%	163
2025 Q1	$12.3M	Sell	114,344 -3,414	-3%	-$349K	0.13%	152
2024 Q4	$11M	Buy	117,758 +55,145	+88%	+$5.35M	0.13%	157
2024 Q3	$6.02M	Buy	62,613 +38,861	+164%	+$3.44M	0.12%	175
2024 Q2	$1.86M	Buy	+23,752	New	+$1.93M	0.08%	221
2020 Q4	–	Sell	-2,498	Closed	-$242K	–	151
2020 Q3	$242K	Buy	+2,498	New	+$233K	0.25%	100

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

&Partners's WEC Position: Q1 2026 in Review

&Partners reduced its WEC Energy (WEC) stake by 6.8% in Q1 2026, selling an estimated $1.3M and leaving 157,854 shares worth $18.3M. The position accounts for 0.09% of the portfolio, ranked #205.

&Partners first reported a position in WEC in Q3 2020 and has held it in 9 quarters since. The position peaked at $18.4M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

&Partners held 157,854 shares of WEC Energy worth $18.3M as of Q1 2026.
&Partners sold 11,568 WEC Energy shares in Q1 2026, an estimated $1.3M.
WEC Energy made up 0.09% of &Partners's portfolio in Q1 2026, its #205 holding.
&Partners first reported a position in WEC Energy in Q3 2020 and has held it in 9 quarters since.
&Partners's WEC Energy position peaked at $18.4M in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.