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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmer Partners's WEC Position: Q1 2026 in Review

Zimmer Partners opened a new position in WEC Energy (WEC) in Q1 2026: 833,814 shares worth $96.5M. The stake represents 2.33% of the portfolio and ranks #13 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in WEC as recently as Q3 2024.

Zimmer Partners first reported a position in WEC in Q2 2015 and has held it in 14 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Zimmer Partners held 833,814 shares of WEC Energy worth $96.5M as of Q1 2026.
WEC Energy was a new Zimmer Partners position in Q1 2026.
WEC Energy made up 2.33% of Zimmer Partners's portfolio in Q1 2026, its #13 holding.
Zimmer Partners first reported a position in WEC Energy in Q2 2015 and has held it in 14 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.