Joel Greenblatt's WEC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 177,572 shares of WEC Energy Group, Inc. (WEC) worth $20.35 M, representing 0.09% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WEC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 80,259 shares. Largest reduction occurred in Q2 2016, reducing 170,204 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's WEC Energy Group (WEC) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEC Energy Group (WEC) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +175,445 | New Buy | 175,445 | $44.97 |
| Q3 2015 | -175,445 | Sold Out | 175,445 | $0.00 |
| Q2 2016 | +5,241 | New Buy | 5,241 | $65.25 |
| Q3 2016 | +15,012 | Add 286.43% | 20,253 | $59.89 |
| Q4 2016 | -20,253 | Sold Out | 20,253 | $0.00 |
| Q2 2017 | +39,194 | New Buy | 39,194 | $61.39 |
| Q3 2017 | -2,527 | Reduce 6.45% | 36,667 | $62.78 |
| Q4 2017 | -29,452 | Reduce 80.32% | 7,215 | $66.39 |
| Q1 2018 | -7,215 | Sold Out | 7,215 | $0.00 |
| Q2 2018 | +9,623 | New Buy | 9,623 | $64.64 |
| Q3 2018 | +75,686 | Add 786.51% | 85,309 | $66.76 |
| Q4 2018 | -73,340 | Reduce 85.97% | 11,969 | $69.26 |
| Q1 2019 | -2,426 | Reduce 20.27% | 9,543 | $79.12 |
| Q2 2019 | -5,255 | Reduce 55.07% | 4,288 | $83.26 |
| Q3 2019 | -647 | Reduce 15.09% | 3,641 | $95.03 |
| Q4 2019 | +3,993 | Add 109.67% | 7,634 | $92.22 |
| Q1 2020 | -3,918 | Reduce 51.32% | 3,716 | $88.00 |
| Q2 2020 | -89 | Reduce 2.40% | 3,627 | $87.68 |
| Q3 2020 | -48 | Reduce 1.32% | 3,579 | $96.95 |
| Q4 2020 | -289 | Reduce 8.07% | 3,290 | $92.10 |
| Q1 2021 | -3,290 | Sold Out | 3,290 | $0.00 |
| Q3 2021 | +3,269 | New Buy | 3,269 | $88.10 |
| Q4 2021 | +10,148 | Add 310.43% | 13,417 | $97.04 |
| Q1 2022 | -8,353 | Reduce 62.26% | 5,064 | $99.72 |
| Q2 2022 | +13,704 | Add 270.62% | 18,768 | $100.65 |
| Q3 2022 | -7,620 | Reduce 40.60% | 11,148 | $89.43 |
| Q4 2022 | -14 | Reduce 0.13% | 11,134 | $93.76 |
| Q1 2023 | +2,393 | Add 21.49% | 13,527 | $94.79 |
| Q2 2023 | -837 | Reduce 6.19% | 12,690 | $88.24 |
| Q3 2023 | +8,123 | Add 64.01% | 20,813 | $80.55 |
| Q4 2023 | +17,655 | Add 84.83% | 38,468 | $84.17 |
| Q1 2024 | +25,105 | Add 65.26% | 63,573 | $82.12 |
| Q2 2024 | +3,136 | Add 4.93% | 66,709 | $78.46 |
| Q3 2024 | +15,550 | Add 23.31% | 82,259 | $96.18 |
| Q4 2024 | +982 | Add 1.19% | 83,241 | $94.04 |
| Q1 2025 | +4,055 | Add 4.87% | 87,296 | $108.98 |
| Q2 2025 | +10,017 | Add 11.47% | 97,313 | $104.20 |
| Q3 2025 | +80,259 | Add 82.48% | 177,572 | $114.59 |
Joel Greenblatt's WEC Energy Group Investment FAQs
Joel Greenblatt first purchased WEC Energy Group, Inc. (WEC) in Q2 2015, acquiring 175,445 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held WEC Energy Group, Inc. (WEC) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to WEC Energy Group, Inc. (WEC) was in Q2 2015, adding 175,445 shares worth $7.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 177,572 shares of WEC Energy Group, Inc. (WEC), valued at approximately $20.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, WEC Energy Group, Inc. (WEC) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in WEC Energy Group, Inc. (WEC) was 177,572 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.