Rakuten Investment Management’s WEC Energy WEC Stock Holding History

Rakuten 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 Q1	$5.57M	Buy	48,293 +5,646	+13%	+$634K	0.01%	243
2025 Q4	$4.51M	Sell	42,647 -455,024	-91%	-$50.4M	0.02%	293
2025 Q3	$21.5M	Buy	+497,671	New	+$53.9M	0.08%	75
2025 Q1	$3.12M	Buy	+29,000	New	+$2.96M	0.01%	285
2024 Q3	$1.71M	Buy	17,906 +4,463	+33%	+$396K	0.01%	260
2024 Q2	$1.05M	Buy	13,443 +4,961	+58%	+$403K	0.01%	279
2024 Q1	$697K	Buy	8,482 +7,702	+987%	+$619K	0.01%	270
2023 Q4	$65.6K	Buy	+780	New	+$64.2K	﹤0.01%	253

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

Rakuten Investment Management's WEC Position: Q1 2026 in Review

Rakuten Investment Management increased its WEC Energy (WEC) stake by 13% in Q1 2026, buying an estimated $634K and bringing the position to 48,293 shares worth $5.57M. The position accounts for 0.01% of the portfolio, ranked #243.

Rakuten Investment Management first reported a position in WEC in Q4 2023 and has held it in 8 quarters since. The position peaked at $21.5M in Q3 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Rakuten Investment Management held 48,293 shares of WEC Energy worth $5.57M as of Q1 2026.
Rakuten Investment Management bought 5,646 WEC Energy shares in Q1 2026, an estimated $634K.
WEC Energy made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #243 holding.
Rakuten Investment Management first reported a position in WEC Energy in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's WEC Energy position peaked at $21.5M in Q3 2025.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.