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
2025 Q4	–	Sell	-250,000	Closed	-$28.6M	–	168
2025 Q3	$28.6M	Buy	+250,000	New	+$27.1M	0.62%	41
2025 Q2	–	Sell	-125,000	Closed	-$13.6M	–	211
2025 Q1	$13.6M	Buy	+125,000	New	+$12.8M	0.26%	72

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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. 1,406 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.
1,406 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.