Principal Financial Group
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Principal Financial Group’s WEC Energy WEC Stock Holding History

Principal Financial Group’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 		$138M Sell
1,195,147
-89,985
-7% -$10.1M 0.07% 230
2025
Q4 		$136M Sell
1,285,132
-86,577
-6% -$9.59M 0.07% 231
2025
Q3 		$157M Sell
1,371,709
-34,215
-2% -$3.71M 0.08% 215
2025
Q2 		$146M Buy
1,405,924
+14,449
+1% +$1.54M 0.08% 221
2025
Q1 		$152M Sell
1,391,475
-193,440
-12% -$19.8M 0.09% 207
2024
Q4 		$149M Sell
1,584,915
-47,759
-3% -$4.63M 0.08% 215
2024
Q3 		$157M Sell
1,632,674
-168,448
-9% -$14.9M 0.09% 206
2024
Q2 		$141M Sell
1,801,122
-25,669
-1% -$2.09M 0.08% 206
2024
Q1 		$150M Sell
1,826,791
-24,126
-1% -$1.94M 0.09% 197
2023
Q4 		$156M Sell
1,850,917
-699
-0% -$57.6K 0.1% 183
2023
Q3 		$149M Buy
1,851,616
+40,603
+2% +$3.53M 0.11% 177
2023
Q2 		$160M Sell
1,811,013
-109,966
-6% -$10.2M 0.11% 179
2023
Q1 		$182M Buy
1,920,979
+11,322
+0.6% +$1.05M 0.13% 163
2022
Q4 		$179M Buy
1,909,657
+196,434
+11% +$18.2M 0.13% 167
2022
Q3 		$153M Buy
1,713,223
+95,308
+6% +$9.74M 0.12% 174
2022
Q2 		$163M Buy
1,617,915
+33,422
+2% +$3.39M 0.12% 182
2022
Q1 		$158M Sell
1,584,493
-150,265
-9% -$14.2M 0.1% 203
2021
Q4 		$168M Buy
1,734,758
+75,083
+5% +$6.86M 0.1% 199
2021
Q3 		$146M Sell
1,659,675
-5,212
-0.3% -$489K 0.1% 207
2021
Q2 		$148M Sell
1,664,887
-226,490
-12% -$21.3M 0.1% 206
2021
Q1 		$177M Buy
1,891,377
+33,343
+2% +$2.91M 0.12% 177
2020
Q4 		$171M Buy
1,858,034
+80,476
+5% +$7.83M 0.13% 175
2020
Q3 		$172M Sell
1,777,558
-68,460
-4% -$6.38M 0.14% 161
2020
Q2 		$162M Buy
1,846,018
+243,775
+15% +$22M 0.14% 166
2020
Q1 		$141M Sell
1,602,243
-122,656
-7% -$11.8M 0.16% 164
2019
Q4 		$159M Sell
1,724,899
-42,917
-2% -$3.91M 0.13% 194
2019
Q3 		$168M Sell
1,767,816
-125,326
-7% -$11.3M 0.15% 179
2019
Q2 		$158M Sell
1,893,142
-331,752
-15% -$26.6M 0.14% 181
2019
Q1 		$176M Sell
2,224,894
-64,213
-3% -$4.76M 0.16% 155
2018
Q4 		$159M Sell
2,289,107
-30,870
-1% -$2.17M 0.17% 146
2018
Q3 		$155M Buy
2,319,977
+1,716
+0.1% +$114K 0.14% 182
2018
Q2 		$150M Sell
2,318,261
-30,738
-1% -$1.91M 0.14% 180
2018
Q1 		$147M Buy
2,348,999
+39,316
+2% +$2.44M 0.14% 176
2017
Q4 		$153M Buy
2,309,683
+167,228
+8% +$11.2M 0.14% 190
2017
Q3 		$135M Sell
2,142,455
-52,675
-2% -$3.36M 0.13% 198
2017
Q2 		$135M Buy
2,195,130
+1,719,955
+362% +$106M 0.14% 196
2017
Q1 		$28.8M Sell
475,175
-6,610
-1% -$390K 0.03% 521
2016
Q4 		$28.3M Sell
481,785
-7,744
-2% -$444K 0.04% 528
2016
Q3 		$29.3M Buy
489,529
+30,249
+7% +$1.89M 0.04% 480
2016
Q2 		$30M Buy
459,280
+3,158
+0.7% +$190K 0.04% 433
2016
Q1 		$27.4M Buy
456,122
+8,834
+2% +$495K 0.04% 446
2015
Q4 		$23M Buy
447,288
+8,644
+2% +$441K 0.03% 500
2015
Q3 		$22.9M Sell
438,644
-10,891
-2% -$530K 0.04% 489
2015
Q2 		$20.2M Buy
449,535
+129,423
+40% +$6.21M 0.03% 577
2015
Q1 		$15.8M Buy
320,112
+17,184
+6% +$899K 0.02% 672
2014
Q4 		$16M Buy
302,928
+6,153
+2% +$302K 0.02% 649
2014
Q3 		$12.8M Buy
296,775
+9,859
+3% +$438K 0.02% 746
2014
Q2 		$13.5M Sell
286,916
-11,748
-4% -$546K 0.02% 741
2014
Q1 		$13.9M Buy
298,664
+14,812
+5% +$638K 0.02% 705
2013
Q4 		$11.7M Sell
283,852
-9,159
-3% -$380K 0.02% 777
2013
Q3 		$11.8M Sell
293,011
-4,829
-2% -$201K 0.02% 723
2013
Q2 		$12.2M Buy
+297,840
New +$12.6M 0.03% 651

Other funds holding WEC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group's WEC Position: Q1 2026 in Review

Principal Financial Group reduced its WEC Energy (WEC) stake by 7% in Q1 2026, selling an estimated $10.1M and leaving 1,195,147 shares worth $138M. The position accounts for 0.07% of the portfolio, ranked #230.

Principal Financial Group first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $182M in Q1 2023. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Principal Financial Group held 1,195,147 shares of WEC Energy worth $138M as of Q1 2026.
  • Principal Financial Group sold 89,985 WEC Energy shares in Q1 2026, an estimated $10.1M.
  • WEC Energy made up 0.07% of Principal Financial Group's portfolio in Q1 2026, its #230 holding.
  • Principal Financial Group first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's WEC Energy position peaked at $182M in Q1 2023.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.