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Weiss Asset Management’s WEC Energy WEC Stock Holding History

Weiss 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
Q1 		– Sell
-9,596
Closed -$1.01M – 815
2025
Q4 		$1.01M Sell
9,596
-142,615
-94% -$15.8M 0.01% 405
2025
Q3 		$17.4M Buy
+152,211
New +$16.5M 0.2% 60
2025
Q1 		– Sell
-3,912
Closed -$368K – 691
2024
Q4 		$368K Buy
+3,912
New +$379K 0.01% 502
2023
Q4 		– Sell
-33,659
Closed -$2.71M – 409
2023
Q3 		$2.71M Buy
+33,659
New +$2.92M 0.16% 68

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

Weiss Asset Management's WEC Position: Q1 2026 in Review

Weiss Asset Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 9,596 shares — an estimated $1.01M sold.

Weiss Asset Management first reported a position in WEC in Q3 2023 and held it in 4 quarters. The position peaked at $17.4M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Weiss Asset Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 9,596 WEC Energy shares in Q1 2026, an estimated $1.01M.
  • Weiss Asset Management first reported a position in WEC Energy in Q3 2023 and held it in 4 quarters.
  • Weiss Asset Management's WEC Energy position peaked at $17.4M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.