Ameritas Investment Partners’s WEC Energy WEC Stock Holding History

Ameritas Investment 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
2026 Q2	$2.34M	Sell	20,043 -193	-1%	-$22K	0.06%	322
2026 Q1	$2.34M	Buy	20,236 +875	+5%	+$98.3K	0.07%	289
2025 Q4	$2.04M	Sell	19,361 -141	-0.7%	-$15.6K	0.06%	327
2025 Q3	$2.23M	Buy	19,502 +12	+0.1%	+$1.3K	0.07%	299
2025 Q2	$2.03M	Buy	19,490 +224	+1%	+$23.8K	0.06%	330
2025 Q1	$2.1M	Sell	19,266 -1,019	-5%	-$104K	0.07%	307
2024 Q4	$1.91M	Buy	20,285 +284	+1%	+$27.5K	0.06%	353
2024 Q3	$1.92M	Buy	20,001 +447	+2%	+$39.6K	0.06%	351
2024 Q2	$1.53M	Buy	19,554 +657	+3%	+$53.4K	0.05%	426
2024 Q1	$1.55M	Buy	18,897 +14,907	+374%	+$1.2M	0.05%	449
2023 Q4	$336K	Buy	3,990 +249	+7%	+$20.5K	0.01%	966
2023 Q3	$301K	Hold	3,741	–	–	0.01%	955
2023 Q2	$330K	Sell	3,741 -226	-6%	-$20.9K	0.01%	898
2023 Q1	$376K	Hold	3,967	–	–	0.01%	843
2022 Q4	$368K	Hold	3,967	–	–	0.01%	854
2022 Q3	$353K	Sell	3,967 -375	-9%	-$38.3K	0.02%	841
2022 Q2	$436K	Sell	4,342 -141	-3%	-$14.3K	0.02%	790
2022 Q1	$447K	Buy	4,483 +3	+0.1%	+$283	0.02%	831
2021 Q4	$434K	Sell	4,480 -361	-7%	-$33K	0.01%	845
2021 Q3	$427K	Buy	4,841 +3	+0.1%	+$281	0.02%	836
2021 Q2	$430K	Buy	4,838 +4	+0.1%	+$377	0.02%	835
2021 Q1	$452K	Sell	4,834 -221	-4%	-$19.3K	0.02%	811
2020 Q4	$464K	Sell	5,055 -232	-4%	-$22.6K	0.02%	787
2020 Q3	$512K	Sell	5,287 -165	-3%	-$15.4K	0.02%	710
2020 Q2	$478K	Sell	5,452 -152	-3%	-$13.7K	0.02%	714
2020 Q1	$494K	Sell	5,604 -165	-3%	-$15.9K	0.03%	626
2019 Q4	$532K	Buy	5,769 +2	+0%	+$182	0.02%	736
2019 Q3	$548K	Sell	5,767 -159	-3%	-$14.3K	0.03%	713
2019 Q2	$493K	Buy	5,926 +42	+0.7%	+$3.37K	0.02%	743
2019 Q1	$464K	Hold	5,884	–	–	0.02%	755
2018 Q4	$407K	Sell	5,884 -425	-7%	-$29.8K	0.02%	744
2018 Q3	$421K	Sell	6,309 -261	-4%	-$17.4K	0.02%	776
2018 Q2	$424K	Sell	6,570 -520	-7%	-$32.3K	0.02%	770
2018 Q1	$444K	Sell	7,090 -439	-6%	-$27.2K	0.02%	777
2017 Q4	$465K	Sell	7,529 -295	-4%	-$19.8K	0.02%	766
2017 Q3	$508K	Hold	7,824	–	–	0.02%	745
2017 Q2	$480K	Hold	7,824	–	–	0.02%	763
2017 Q1	$474K	Sell	7,824 -285	-4%	-$16.8K	0.02%	769
2016 Q4	$476K	Hold	8,109	–	–	0.02%	758
2016 Q3	$485K	Buy	8,109 +1,305	+19%	+$81.5K	0.03%	753
2016 Q2	$443K	Buy	6,804 +382	+6%	+$23K	0.03%	665
2016 Q1	$385K	Sell	6,422 -26	-0.4%	-$1.46K	0.03%	715
2015 Q4	$331K	Buy	6,448 +590	+10%	+$30.1K	0.02%	768
2015 Q3	$306K	Buy	5,858 +5,268	+893%	+$256K	0.02%	755
2015 Q2	$26K	Sell	590 -3,631	-86%	-$174K	﹤0.01%	1082
2015 Q1	$209K	Hold	4,221	–	–	0.01%	989
2014 Q4	$222K	Buy	+4,221	New	+$207K	0.02%	942
2014 Q3	–	Sell	-4,465	Closed	-$209K	–	1097
2014 Q2	$209K	Hold	4,465	–	–	0.02%	985
2014 Q1	$208K	Sell	4,465 -399	-8%	-$17.2K	0.02%	960
2013 Q4	$201K	Buy	+4,864	New	+$202K	0.02%	969

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

Ameritas Investment Partners's WEC Position: Q2 2026 in Review

Ameritas Investment Partners reduced its WEC Energy (WEC) stake by 0.95% in Q2 2026, selling an estimated $22K and leaving 20,043 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #322.

Ameritas Investment Partners first reported a position in WEC in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.34M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Ameritas Investment Partners held 20,043 shares of WEC Energy worth $2.34M as of Q2 2026.
Ameritas Investment Partners sold 193 WEC Energy shares in Q2 2026, an estimated $22K.
WEC Energy made up 0.06% of Ameritas Investment Partners's portfolio in Q2 2026, its #322 holding.
Ameritas Investment Partners first reported a position in WEC Energy in Q4 2013 and has held it in 50 quarters since.
Ameritas Investment Partners's WEC Energy position peaked at $2.34M in Q1 2026.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.