RF
WEC icon

Rossby Financial’s WEC Energy WEC Stock Holding History

Rossby Financial’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 		$103K Buy
884
+11
+1% +$1.24K 0.02% 532
2025
Q4 		$92.1K Buy
873
+12
+1% +$1.33K 0.03% 421
2025
Q3 		$97.3K Sell
861
-16
-2% -$1.73K 0.03% 403
2025
Q2 		$91.4K Sell
877
-317
-27% -$33.7K 0.03% 381
2025
Q1 		$129K Buy
+1,194
New +$122K 0.05% 303

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

Rossby Financial's WEC Position: Q1 2026 in Review

Rossby Financial increased its WEC Energy (WEC) stake by 1.3% in Q1 2026, buying an estimated $1.24K and bringing the position to 884 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #532.

Rossby Financial first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $129K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Rossby Financial held 884 shares of WEC Energy worth $103K as of Q1 2026.
  • Rossby Financial bought 11 WEC Energy shares in Q1 2026, an estimated $1.24K.
  • WEC Energy made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #532 holding.
  • Rossby Financial first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's WEC Energy position peaked at $129K in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.