RAM
WEC icon

Resona Asset Management’s WEC Energy WEC Stock Holding History

Resona Asset 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
Q2 		$15.9M Sell
136,273
-3,778
-3% -$431K 0.07% 241
2026
Q1 		$16.2M Buy
140,051
+11,611
+9% +$1.3M 0.08% 228
2025
Q4 		$13.5M Sell
128,440
-3,799
-3% -$421K 0.07% 260
2025
Q3 		$15.1M Sell
132,239
-5,248
-4% -$569K 0.07% 247
2025
Q2 		$14.3M Buy
137,487
+7,843
+6% +$835K 0.07% 265
2025
Q1 		$14.1M Buy
129,644
+6,281
+5% +$641K 0.08% 231
2024
Q4 		$11.6M Sell
123,363
-2,399
-2% -$233K 0.07% 257
2024
Q3 		$12.1M Sell
125,762
-1,192
-0.9% -$106K 0.07% 257
2024
Q2 		$9.96M Sell
126,954
-7,097
-5% -$577K 0.06% 291
2024
Q1 		$11M Buy
+134,051
New +$10.8M 0.07% 290

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Resona Asset Management's WEC Position: Q2 2026 in Review

Resona Asset Management reduced its WEC Energy (WEC) stake by 2.7% in Q2 2026, selling an estimated $431K and leaving 136,273 shares worth $15.9M. The position accounts for 0.07% of the portfolio, ranked #241.

Resona Asset Management first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.2M in Q1 2026. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Resona Asset Management held 136,273 shares of WEC Energy worth $15.9M as of Q2 2026.
  • Resona Asset Management sold 3,778 WEC Energy shares in Q2 2026, an estimated $431K.
  • WEC Energy made up 0.07% of Resona Asset Management's portfolio in Q2 2026, its #241 holding.
  • Resona Asset Management first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • Resona Asset Management's WEC Energy position peaked at $16.2M in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.