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PRINCIPAL FINANCIAL GROUP INC → WEC
PRINCIPAL FINANCIAL GROUP INC WEC Position History
WEC Energy Group, Inc. • Utilities
Quarters held
20
Latest value
$499K
Q3 2026
Peak value
$154M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $40K |
| Q3 2025 | $1.4M |
| Q3 2025 | $154M |
| Q4 2025 | $942K |
| Q4 2025 | $133.1M |
| Q4 2025 | $1.4M |
| Q4 2025 | $35K |
| Q1 2026 | $1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $135.8M |
| Q1 2026 | $37K |
| Q2 2026 | $129.1M |
| Q2 2026 | $28K |
| Q2 2026 | $411K |
| Q2 2026 | $1.5M |
| Q3 2026 | $23K |
| Q3 2026 | $100.3M |
| Q3 2026 | $1.3M |
| Q3 2026 | $499K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $499K | 5.0K | — | — |
| Q3 2026 | $1.3M | 12.6K | — | — |
| Q3 2026 | $100.3M | 995.6K | — | — |
| Q3 2026 | $23K | 231 | — | — |
| Q2 2026 | $1.5M | 13.1K | — | — |
| Q2 2026 | $411K | 3.5K | — | — |
| Q2 2026 | $28K | 237 | — | — |
| Q2 2026 | $129.1M | 1.11M | — | — |
| Q1 2026 | $37K | 316 | — | — |
| Q1 2026 | $135.8M | 1.17M | — | — |
| Q1 2026 | $1.5M | 13.2K | — | — |
| Q1 2026 | $1M | 8.7K | — | — |
| Q4 2025 | $35K | 332 | — | — |
| Q4 2025 | $1.4M | 13.6K | — | — |
| Q4 2025 | $133.1M | 1.26M | — | — |
| Q4 2025 | $942K | 8.9K | — | — |
| Q3 2025 | $154M | 1.34M | — | — |
| Q3 2025 | $1.4M | 11.8K | — | — |
| Q3 2025 | $40K | 353 | — | — |
| Q3 2025 | $1.7M | 15.2K | — | — |
Other funds holding WEC
$2.5B
$2.5B
$2.5B
$727.9M
$644.7M
$588.9M
$585.6M