Y-Intercept (HK)’s WEC Energy WEC Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-32,315	Closed	-$3.77M	–	2141
2026 Q2	$3.77M	Buy	+32,315	New	+$3.69M	0.07%	378
2026 Q1	–	Sell	-64,174	Closed	-$6.77M	–	2105
2025 Q4	$6.77M	Buy	+64,174	New	+$7.11M	0.15%	138
2024 Q3	–	Sell	-20,536	Closed	-$1.61M	–	1860
2024 Q2	$1.61M	Buy	+20,536	New	+$1.67M	0.09%	312
2023 Q3	–	Sell	-16,432	Closed	-$1.45M	–	1670
2023 Q2	$1.45M	Buy	16,432 +5,458	+50%	+$504K	0.15%	172
2023 Q1	$1.04M	Buy	10,974 +1,243	+13%	+$115K	0.12%	241
2022 Q4	$912K	Buy	+9,731	New	+$899K	0.13%	222
2022 Q2	–	Sell	-8,232	Closed	-$822K	–	1222
2022 Q1	$822K	Buy	+8,232	New	+$777K	0.19%	154
2021 Q4	–	Sell	-15,479	Closed	-$1.36M	–	917
2021 Q3	$1.36M	Buy	15,479 +3,103	+25%	+$291K	0.25%	123
2021 Q2	$1.1M	Buy	+12,376	New	+$1.17M	0.28%	81
2021 Q1	–	Sell	-7,933	Closed	-$718K	–	822
2020 Q4	$718K	Buy	+7,933	New	+$772K	0.3%	82

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Y-Intercept (HK)'s WEC Position: Q3 2026 in Review

Y-Intercept (HK) sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 32,315 shares — an estimated $3.77M sold.

Y-Intercept (HK) first reported a position in WEC in Q4 2020 and held it in 10 quarters. The position peaked at $6.77M in Q4 2025. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Y-Intercept (HK) reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 32,315 WEC Energy shares in Q3 2026, an estimated $3.77M.
Y-Intercept (HK) first reported a position in WEC Energy in Q4 2020 and held it in 10 quarters.
Y-Intercept (HK)'s WEC Energy position peaked at $6.77M in Q4 2025.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.