Red Cedar Investment Management’s WEC Energy WEC Stock Holding History

Red Cedar 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	$2.31M	Sell	19,946 -99	-0.5%	-$11.1K	0.24%	68
2025 Q4	$2.11M	Hold	20,045	–	–	0.23%	61
2025 Q3	$2.3M	Hold	20,045	–	–	0.27%	55
2025 Q2	$2.09M	Hold	20,045	–	–	0.26%	54
2025 Q1	$2.18M	Buy	20,045 +1,052	+6%	+$107K	0.3%	49
2024 Q4	$1.79M	Hold	18,993	–	–	0.22%	52
2024 Q3	$1.83M	Buy	18,993 +15,114	+390%	+$1.34M	0.23%	58
2024 Q2	$304K	Hold	3,879	–	–	0.04%	74
2024 Q1	$319K	Sell	3,879 -10,253	-73%	-$825K	0.04%	82
2023 Q4	$1.19M	Buy	14,132 +1,671	+13%	+$138K	0.17%	57
2023 Q3	$1M	Buy	12,461 +112	+0.9%	+$9.73K	0.15%	60
2023 Q2	$1.09M	Hold	12,349	–	–	0.17%	58
2023 Q1	$1.17M	Buy	12,349 +3,806	+45%	+$352K	0.18%	60
2022 Q4	$801K	Buy	8,543 +647	+8%	+$59.8K	0.13%	69
2022 Q3	$706K	Hold	7,896	–	–	0.12%	70
2022 Q2	$795K	Buy	+7,896	New	+$801K	0.13%	60

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

Red Cedar Investment Management's WEC Position: Q1 2026 in Review

Red Cedar Investment Management reduced its WEC Energy (WEC) stake by 0.49% in Q1 2026, selling an estimated $11.1K and leaving 19,946 shares worth $2.31M. The position accounts for 0.24% of the portfolio, ranked #68.

Red Cedar Investment Management first reported a position in WEC in Q2 2022 and has held it in 16 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Red Cedar Investment Management held 19,946 shares of WEC Energy worth $2.31M as of Q1 2026.
Red Cedar Investment Management sold 99 WEC Energy shares in Q1 2026, an estimated $11.1K.
WEC Energy made up 0.24% of Red Cedar Investment Management's portfolio in Q1 2026, its #68 holding.
Red Cedar Investment Management first reported a position in WEC Energy in Q2 2022 and has held it in 16 quarters since.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.