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Steve Schonfeld’s WEC Energy WEC Stock Holding History

Steve Schonfeld’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 		$11.6M Buy
99,356
+22,275
+29% +$2.54M 0.04% 370
2026
Q1 		$8.92M Buy
77,081
+37,441
+94% +$4.21M 0.06% 329
2025
Q4 		$4.18M Buy
+39,640
New +$4.39M 0.02% 607
2025
Q2 		– Sell
-17,099
Closed -$1.86M – 2599
2025
Q1 		$1.86M Sell
17,099
-27,931
-62% -$2.85M 0.01% 996
2024
Q4 		$4.23M Buy
45,030
+27,524
+157% +$2.67M 0.02% 557
2024
Q3 		$1.68M Sell
17,506
-82,579
-83% -$7.32M 0.01% 959
2024
Q2 		$7.85M Buy
100,085
+97,363
+3,577% +$7.91M 0.05% 424
2024
Q1 		$224K Sell
2,722
-121,562
-98% -$9.78M ﹤0.01% 1750
2023
Q4 		$10.5M Sell
124,284
-20,020
-14% -$1.65M 0.07% 341
2023
Q3 		$11.6M Buy
+144,304
New +$12.5M 0.09% 309
2023
Q1 		– Sell
-4,877
Closed -$457K – 2699
2022
Q4 		$457K Buy
+4,877
New +$451K ﹤0.01% 1575
2022
Q2 		– Sell
-12,300
Closed -$1.23M – 3041
2022
Q1 		$1.23M Buy
12,300
+6,675
+119% +$630K 0.01% 896
2021
Q4 		$546K Sell
5,625
-34,291
-86% -$3.13M 0.01% 1213
2021
Q3 		$3.52M Buy
39,916
+7,510
+23% +$704K 0.04% 535
2021
Q2 		$2.88M Buy
+32,406
New +$3.05M 0.03% 606
2021
Q1 		– Sell
-16,567
Closed -$1.53M – 2154
2020
Q4 		$1.53M Sell
16,567
-55,753
-77% -$5.42M 0.02% 678
2020
Q3 		$7.01M Buy
72,320
+22,250
+44% +$2.07M 0.13% 215
2020
Q2 		$4.39M Sell
50,070
-22,916
-31% -$2.07M 0.11% 251
2020
Q1 		$6.43M Buy
+72,986
New +$7.02M 0.41% 44
2019
Q4 		– Sell
-17,353
Closed -$1.65M – 1506
2019
Q3 		$1.65M Buy
+17,353
New +$1.56M 0.05% 349
2019
Q2 		– Sell
-15,964
Closed -$1.26M – 1269
2019
Q1 		$1.26M Buy
+15,964
New +$1.18M 0.04% 446

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 $3.37T AUM 44.26% 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

Steve Schonfeld's WEC Position: Q2 2026 in Review

Steve Schonfeld increased its WEC Energy (WEC) stake by 29% in Q2 2026, buying an estimated $2.54M and bringing the position to 99,356 shares worth $11.6M. The position accounts for 0.04% of the portfolio, ranked #370.

Steve Schonfeld first reported a position in WEC in Q1 2019 and has held it in 21 quarters since. The position peaked at $11.6M in Q3 2023. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Steve Schonfeld held 99,356 shares of WEC Energy worth $11.6M as of Q2 2026.
  • Steve Schonfeld bought 22,275 WEC Energy shares in Q2 2026, an estimated $2.54M.
  • WEC Energy made up 0.04% of Steve Schonfeld's portfolio in Q2 2026, its #370 holding.
  • Steve Schonfeld first reported a position in WEC Energy in Q1 2019 and has held it in 21 quarters since.
  • Steve Schonfeld's WEC Energy position peaked at $11.6M in Q3 2023.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.