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Zimmer Partners’s WEC Energy WEC Stock Holding History

Zimmer Partners’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 		– Sell
-833,814
Closed -$96.5M – 148
2026
Q1 		$96.5M Buy
+833,814
New +$93.7M 2.33% 13
2024
Q4 		– Sell
-958,294
Closed -$92.2M – 185
2024
Q3 		$92.2M Sell
958,294
-239,512
-20% -$21.2M 1.68% 17
2024
Q2 		$94M Buy
+1,197,806
New +$97.3M 1.73% 16
2021
Q4 		– Sell
-316,750
Closed -$27.9M – 176
2021
Q3 		$27.9M Buy
316,750
+219,350
+225% +$20.6M 0.44% 59
2021
Q2 		$8.66M Buy
+97,400
New +$9.17M 0.12% 100
2021
Q1 		– Sell
-33,855
Closed -$3.12M – 196
2020
Q4 		$3.12M Hold
33,855
– – 0.05% 98
2020
Q3 		$3.28M Buy
+33,855
New +$3.15M 0.05% 86
2020
Q2 		– Sell
-135,917
Closed -$12M – 129
2020
Q1 		$12M Buy
+135,917
New +$13.1M 0.27% 51
2019
Q4 		– Sell
-24,100
Closed -$2.29M – 114
2019
Q3 		$2.29M Hold
24,100
– – 0.02% 88
2019
Q2 		$2.01M Buy
+24,100
New +$1.93M 0.02% 88
2017
Q4 		– Sell
-47,528
Closed -$2.98M – 89
2017
Q3 		$2.98M Buy
+47,528
New +$3.03M 0.07% 73
2016
Q1 		– Sell
-275,000
Closed -$14.1M – 94
2015
Q4 		$14.1M Sell
275,000
-74,000
-21% -$3.78M 1.06% 27
2015
Q3 		$18.2M Buy
349,000
+49,000
+16% +$2.38M 1.39% 22
2015
Q2 		$13.5M Buy
+300,000
New +$14.4M 0.73% 40

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

Zimmer Partners's WEC Position: Q2 2026 in Review

Zimmer Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 833,814 shares — an estimated $96.5M sold.

Zimmer Partners first reported a position in WEC in Q2 2015 and held it in 14 quarters. The position peaked at $96.5M in Q1 2026. 1,405 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Zimmer Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Zimmer Partners sold 833,814 WEC Energy shares in Q2 2026, an estimated $96.5M.
  • Zimmer Partners first reported a position in WEC Energy in Q2 2015 and held it in 14 quarters.
  • Zimmer Partners's WEC Energy position peaked at $96.5M in Q1 2026.
  • 1,405 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.