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Altshuler Shaham’s WEC Energy WEC Stock Holding History

Altshuler Shaham’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
Q2 		$1.04M Buy
8,874
+921
+12% +$105K 0.01% 133
2026
Q1 		$921K Buy
7,953
+960
+14% +$108K 0.02% 135
2025
Q4 		$737K Buy
6,993
+545
+8% +$60.3K 0.01% 124
2025
Q3 		$739K Buy
6,448
+1,726
+37% +$187K 0.01% 105
2025
Q2 		$492K Buy
4,722
+1,279
+37% +$136K 0.02% 111
2025
Q1 		$375K Buy
3,443
+2,328
+209% +$238K 0.01% 100
2024
Q4 		$105K Buy
+1,115
New +$108K ﹤0.01% 125
2023
Q1 		– Sell
-493
Closed -$46.2K – 467
2022
Q4 		$46.2K Buy
493
+2
+0.4% +$185 ﹤0.01% 236
2022
Q3 		$45K Sell
491
-41
-8% -$4.19K ﹤0.01% 255
2022
Q2 		$54K Buy
+532
New +$53.9K ﹤0.01% 237
2021
Q4 		– Sell
-672
Closed -$60K – 662
2021
Q3 		$60K Sell
672
-64
-9% -$6K ﹤0.01% 389
2021
Q2 		$65K Buy
+736
New +$69.3K ﹤0.01% 397
2020
Q2 		– Sell
-1,570
Closed -$138K – 585
2020
Q1 		$138K Sell
1,570
-1,234
-44% -$119K 0.01% 137
2019
Q4 		$259K Buy
2,804
+583
+26% +$53.2K 0.01% 126
2019
Q3 		$211K Buy
2,221
+1,105
+99% +$99.6K 0.01% 152
2019
Q2 		$93K Buy
1,116
+557
+100% +$44.7K ﹤0.01% 150
2019
Q1 		$44K Buy
559
+181
+48% +$13.4K ﹤0.01% 153
2018
Q4 		$26K Buy
378
+20
+6% +$1.4K ﹤0.01% 160
2018
Q3 		$24K Buy
358
+296
+477% +$19.7K ﹤0.01% 170
2018
Q2 		$4K Sell
62
-221
-78% -$13.7K ﹤0.01% 203
2018
Q1 		$18K Buy
283
+6
+2% +$372 ﹤0.01% 145
2017
Q4 		$18K Buy
+277
New +$18.6K ﹤0.01% 144

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Altshuler Shaham's WEC Position: Q2 2026 in Review

Altshuler Shaham increased its WEC Energy (WEC) stake by 12% in Q2 2026, buying an estimated $105K and bringing the position to 8,874 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #133.

Altshuler Shaham first reported a position in WEC in Q4 2017 and has held it in 22 quarters since. 1,170 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Altshuler Shaham held 8,874 shares of WEC Energy worth $1.04M as of Q2 2026.
  • Altshuler Shaham bought 921 WEC Energy shares in Q2 2026, an estimated $105K.
  • WEC Energy made up 0.01% of Altshuler Shaham's portfolio in Q2 2026, its #133 holding.
  • Altshuler Shaham first reported a position in WEC Energy in Q4 2017 and has held it in 22 quarters since.
  • 1,170 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.