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Susquehanna Fundamental Investments’s WEC Energy WEC Stock Holding History

Susquehanna Fundamental Investments’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
-7,987
Closed -$842K – 701
2025
Q4 		$842K Hold
7,987
– – 0.03% 367
2025
Q3 		$915K Sell
7,987
-3,428
-30% -$372K 0.04% 346
2025
Q2 		$1.19M Sell
11,415
-59,542
-84% -$6.34M 0.03% 425
2025
Q1 		$7.73M Sell
70,957
-174,074
-71% -$17.8M 0.11% 242
2024
Q4 		$23M Buy
+245,031
New +$23.8M 0.33% 63
2024
Q2 		$19M Sell
242,747
-40,951
-14% -$3.33M 0.44% 60
2024
Q1 		$23.3M Buy
+283,698
New +$22.8M 1.09% 16
2023
Q4 		– Sell
-73,143
Closed -$5.89M – 335
2023
Q3 		$5.89M Sell
73,143
-49,136
-40% -$4.27M 0.38% 75
2023
Q2 		$10.8M Sell
122,279
-5,889
-5% -$544K 0.39% 71
2023
Q1 		$12.1M Sell
128,168
-28,719
-18% -$2.66M 0.28% 102
2022
Q4 		$14.7M Buy
156,887
+140,787
+874% +$13M 0.25% 115
2022
Q3 		$1.44M Buy
+16,100
New +$1.64M 0.02% 684
2022
Q1 		$1.61M Sell
16,100
-127,433
-89% -$12M 0.03% 664
2021
Q4 		$13.9M Sell
143,533
-48,491
-25% -$4.43M 0.37% 55
2021
Q3 		$16.9M Buy
192,024
+19,231
+11% +$1.8M 0.31% 64
2021
Q2 		$15.4M Sell
172,793
-78,679
-31% -$7.41M 0.28% 69
2021
Q1 		$23.5M Buy
251,472
+159,853
+174% +$13.9M 0.4% 33
2020
Q4 		$8.43M Sell
91,619
-47,672
-34% -$4.64M 0.15% 175
2020
Q3 		$13.5M Buy
139,291
+57,191
+70% +$5.33M 0.4% 28
2020
Q2 		$7.2M Buy
82,100
+61,861
+306% +$5.58M 0.34% 53
2020
Q1 		$1.78M Sell
20,239
-43,461
-68% -$4.18M 0.36% 80
2019
Q4 		$5.88M Sell
63,700
-23,500
-27% -$2.14M 0.77% 32
2019
Q3 		$8.29M Hold
87,200
– – 1.01% 20
2019
Q2 		$7.27M Buy
87,200
+17,800
+26% +$1.43M 0.85% 26
2019
Q1 		$5.49M Buy
69,400
+26,761
+63% +$1.99M 0.63% 51
2018
Q4 		$2.95M Buy
+42,639
New +$2.99M 0.52% 63
2018
Q2 		– Sell
-29,500
Closed -$1.85M – 495
2018
Q1 		$1.85M Buy
+29,500
New +$1.83M 0.22% 167

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

Susquehanna Fundamental Investments's WEC Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 7,987 shares — an estimated $842K sold.

Susquehanna Fundamental Investments first reported a position in WEC in Q1 2018 and held it in 27 quarters. The position peaked at $23.5M in Q1 2021. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 7,987 WEC Energy shares in Q1 2026, an estimated $842K.
  • Susquehanna Fundamental Investments first reported a position in WEC Energy in Q1 2018 and held it in 27 quarters.
  • Susquehanna Fundamental Investments's WEC Energy position peaked at $23.5M in Q1 2021.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.