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StoneX Group’s WEC Energy WEC Stock Holding History

StoneX Group’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 		– Sell
-2,830
Closed -$298K – 1247
2025
Q4 		$298K Buy
2,830
+1,066
+60% +$118K 0.01% 700
2025
Q3 		$202K Buy
+1,764
New +$191K 0.01% 822
2025
Q2 		– Sell
-2,658
Closed -$290K – 1021
2025
Q1 		$290K Buy
+2,658
New +$271K 0.02% 652
2024
Q4 		– Sell
-2,493
Closed -$240K – 922
2024
Q3 		$240K Buy
+2,493
New +$221K 0.11% 271
2023
Q2 		– Sell
-2,294
Closed -$217K – 476
2023
Q1 		$217K Buy
+2,294
New +$212K 0.13% 267
2017
Q3 		– Sell
-42,164
Closed -$2.59M – 358
2017
Q2 		$2.59M Buy
42,164
+30,420
+259% +$1.88M 0.81% 15
2017
Q1 		$689K Buy
11,744
+19
+0.2% +$1.12K 1.54% 25
2016
Q4 		$688K Buy
11,725
+775
+7% +$44.5K 1.2% 33
2016
Q3 		$656K Buy
+10,950
New +$684K 1.47% 26

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

StoneX Group's WEC Position: Q1 2026 in Review

StoneX Group sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 2,830 shares — an estimated $298K sold.

StoneX Group first reported a position in WEC in Q3 2016 and held it in 9 quarters. The position peaked at $2.59M in Q2 2017. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • StoneX Group reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 2,830 WEC Energy shares in Q1 2026, an estimated $298K.
  • StoneX Group first reported a position in WEC Energy in Q3 2016 and held it in 9 quarters.
  • StoneX Group's WEC Energy position peaked at $2.59M in Q2 2017.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.