Ken Fisher’s WEC Holdings & Trades

First Buy
Q1 2019
Duration Held
27 Quarters
Largest Add
Q1 2021
+5,169 Shares
Current Position
2,016 Shares
$231,113 Value

Ken Fisher's WEC Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,016 shares of WEC Energy Group, Inc. (WEC) worth $231,113, representing 0.00% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in WEC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 2,510 shares. Largest reduction occurred in Q1 2025, reducing 3,219 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's WEC Energy Group (WEC) Holding Value Over Time

Track share changes against reported price movement

Quarterly WEC Energy Group (WEC) Trades by Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2019 +3,127 New Buy 3,127 $78.99
Q2 2019 -3,127 Sold Out 3,127 $0.00
Q3 2020 +2,659 New Buy 2,659 $97.03
Q4 2020 -2,659 Sold Out 2,659 $0.00
Q1 2021 +5,169 New Buy 5,169 $93.64
Q2 2021 -5,169 Sold Out 5,169 $0.00
Q1 2025 +1,950 New Buy 1,950 $109.02
Q2 2025 -1,950 Sold Out 1,950 $0.00
Q3 2025 +2,016 New Buy 2,016 $114.64

Ken Fisher's WEC Energy Group Investment FAQs

Ken Fisher first purchased WEC Energy Group, Inc. (WEC) in Q1 2019, acquiring 3,127 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held WEC Energy Group, Inc. (WEC) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's largest addition to WEC Energy Group, Inc. (WEC) was in Q1 2021, adding 5,169 shares worth $484,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,016 shares of WEC Energy Group, Inc. (WEC), valued at approximately $231,113. 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 0.00% of Ken Fisher'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.

Ken Fisher's peak holding in WEC Energy Group, Inc. (WEC) was 5,169 shares, as reported at the end of Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.