Premier Fund Managers’s WEC Energy WEC Stock Holding History

Premier Fund Managers’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	$3.23M	Sell	28,000 -2,000	-7%	-$225K	0.23%	96
2025 Q4	$3.18M	Hold	30,000	–	–	0.18%	86
2025 Q3	$3.43M	Sell	30,000 -3,000	-9%	-$325K	0.14%	82
2025 Q2	$3.4M	Buy	33,000 +3,000	+10%	+$319K	0.12%	78
2025 Q1	$3.23M	Buy	30,000 +7,000	+30%	+$715K	0.12%	87
2024 Q4	$2.17M	Sell	23,000 -10,000	-30%	-$970K	0.08%	107
2024 Q3	$3.14M	Buy	33,000 +9,000	+38%	+$798K	0.11%	96
2024 Q2	$1.88M	Buy	24,000 +4,000	+20%	+$325K	0.08%	98
2024 Q1	$1.62M	Sell	20,000 -10,000	-33%	-$804K	0.06%	106
2023 Q4	$2.52M	Sell	30,000 -5,000	-14%	-$412K	0.11%	100
2023 Q3	$2.8M	Hold	35,000	–	–	0.13%	96
2023 Q2	$3.06M	Hold	35,000	–	–	0.12%	94
2023 Q1	$3.31M	Sell	35,000 -5,000	-13%	-$463K	0.13%	103
2022 Q4	$3.82M	Hold	40,000	–	–	0.15%	110
2022 Q3	$3.67M	Buy	40,000 +5,000	+14%	+$511K	0.27%	47
2022 Q2	$3.48M	Hold	35,000	–	–	0.15%	107
2022 Q1	$3.51M	Buy	35,000 +7,000	+25%	+$661K	0.12%	134
2021 Q4	$2.72M	Sell	28,000 -13,250	-32%	-$1.21M	0.09%	140
2021 Q3	$3.67M	Buy	41,250 +9,075	+28%	+$851K	0.12%	155
2021 Q2	$2.86M	Sell	32,175 -3,325	-9%	-$313K	0.1%	161
2021 Q1	$3.32M	Hold	35,500	–	–	0.13%	148
2020 Q4	$3.21M	Buy	35,500 +2,500	+8%	+$243K	0.14%	145
2020 Q3	$3.19M	Sell	33,000 -200	-0.6%	-$18.6K	0.18%	120
2020 Q2	$2.9M	Buy	+33,200	New	+$3M	0.18%	111

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

Premier Fund Managers's WEC Position: Q1 2026 in Review

Premier Fund Managers reduced its WEC Energy (WEC) stake by 6.7% in Q1 2026, selling an estimated $225K and leaving 28,000 shares worth $3.23M. The position accounts for 0.23% of the portfolio, ranked #96.

Premier Fund Managers first reported a position in WEC in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.82M in Q4 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Premier Fund Managers held 28,000 shares of WEC Energy worth $3.23M as of Q1 2026.
Premier Fund Managers sold 2,000 WEC Energy shares in Q1 2026, an estimated $225K.
WEC Energy made up 0.23% of Premier Fund Managers's portfolio in Q1 2026, its #96 holding.
Premier Fund Managers first reported a position in WEC Energy in Q2 2020 and has held it in 24 quarters since.
Premier Fund Managers's WEC Energy position peaked at $3.82M in Q4 2022.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Premier Fund Managers's 13F filing for Q1 2026, filed 14 May 2026.