Bridges Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $717K | Sell |
6,137
-100
| -2% | -$11.4K | 0.01% | 281 |
|
|
2026
Q1 | $722K | Sell |
6,237
-100
| -2% | -$11.2K | 0.01% | 268 |
|
|
2025
Q4 | $668K | Sell |
6,337
-28
| -0.4% | -$3.1K | 0.01% | 269 |
|
|
2025
Q3 | $729K | Sell |
6,365
-41
| -0.6% | -$4.44K | 0.01% | 271 |
|
|
2025
Q2 | $668K | Buy |
6,406
+41
| +0.6% | +$4.36K | 0.01% | 267 |
|
|
2025
Q1 | $694K | Buy |
6,365
+40
| +0.6% | +$4.08K | 0.01% | 262 |
|
|
2024
Q4 | $595K | Sell |
6,325
-29
| -0.5% | -$2.81K | 0.01% | 265 |
|
|
2024
Q3 | $611K | Buy |
6,354
+29
| +0.5% | +$2.57K | 0.01% | 259 |
|
|
2024
Q2 | $496K | Buy |
6,325
+325
| +5% | +$26.4K | 0.01% | 272 |
|
|
2024
Q1 | $493K | Hold |
6,000
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $505K | Hold |
6,000
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $483K | Hold |
6,000
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $529K | Hold |
6,000
| – | – | 0.02% | 164 |
|
|
2023
Q1 | $569K | Hold |
6,000
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $563K | Hold |
6,000
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $537K | Hold |
6,000
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $603K | Hold |
6,000
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $599K | Sell |
6,000
-700
| -10% | -$66.1K | 0.02% | 172 |
|
|
2021
Q4 | $650K | Sell |
6,700
-500
| -7% | -$45.7K | 0.02% | 170 |
|
|
2021
Q3 | $635K | Hold |
7,200
| – | – | 0.02% | 163 |
|
|
2021
Q2 | $641K | Hold |
7,200
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $674K | Sell |
7,200
-1,630
| -18% | -$142K | 0.02% | 158 |
|
|
2020
Q4 | $812K | Sell |
8,830
-139
| -2% | -$13.5K | 0.03% | 146 |
|
|
2020
Q3 | $870K | Sell |
8,969
-483
| -5% | -$45K | 0.03% | 143 |
|
|
2020
Q2 | $828K | Hold |
9,452
| – | – | 0.03% | 143 |
|
|
2020
Q1 | $832K | Sell |
9,452
-1,262
| -12% | -$121K | 0.04% | 143 |
|
|
2019
Q4 | $988K | Hold |
10,714
| – | – | 0.04% | 157 |
|
|
2019
Q3 | $1.02M | Hold |
10,714
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $893K | Sell |
10,714
-200
| -2% | -$16K | 0.03% | 211 |
|
|
2019
Q1 | $863K | Sell |
10,914
-300
| -3% | -$22.3K | 0.04% | 209 |
|
|
2018
Q4 | $777K | Sell |
11,214
-265
| -2% | -$18.6K | 0.04% | 206 |
|
|
2018
Q3 | $766K | Hold |
11,479
| – | – | 0.04% | 179 |
|
|
2018
Q2 | $743K | Sell |
11,479
-300
| -3% | -$18.6K | 0.03% | 182 |
|
|
2018
Q1 | $738K | Buy |
11,779
+260
| +2% | +$16.1K | 0.03% | 175 |
|
|
2017
Q4 | $765K | Buy |
11,519
+1,635
| +17% | +$110K | 0.06% | 125 |
|
|
2017
Q3 | $620K | Buy |
9,884
+3,562
| +56% | +$227K | 0.06% | 111 |
|
|
2017
Q2 | $388K | Hold |
6,322
| – | – | 0.05% | 107 |
|
|
2017
Q1 | $383K | Sell |
6,322
-2,062
| -25% | -$122K | 0.05% | 107 |
|
|
2016
Q4 | $491K | Sell |
8,384
-459
| -5% | -$26.3K | 0.07% | 103 |
|
|
2016
Q3 | $530K | Hold |
8,843
| – | – | 0.09% | 97 |
|
|
2016
Q2 | $578K | Buy |
8,843
+2,062
| +30% | +$124K | 0.1% | 98 |
|
|
2016
Q1 | $407K | Hold |
6,781
| – | – | 0.07% | 101 |
|
|
2015
Q4 | $348K | Buy |
6,781
+678
| +11% | +$34.6K | 0.06% | 106 |
|
|
2015
Q3 | $274K | Hold |
6,103
| – | – | 0.05% | 125 |
|
|
2015
Q2 | $274K | Buy |
6,103
+203
| +3% | +$9.75K | 0.05% | 125 |
|
|
2015
Q1 | $292K | Hold |
5,900
| – | – | 0.05% | 125 |
|
|
2014
Q4 | $311K | Hold |
5,900
| – | – | 0.06% | 121 |
|
|
2014
Q3 | $254K | Buy |
+5,900
| New | +$262K | 0.05% | 125 |
|
Other funds holding WEC
Bridges Investment Management's WEC Position: Q2 2026 in Review
Bridges Investment Management reduced its WEC Energy (WEC) stake by 1.6% in Q2 2026, selling an estimated $11.4K and leaving 6,137 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #281.
Bridges Investment Management first reported a position in WEC in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.02M in Q3 2019. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Bridges Investment Management held 6,137 shares of WEC Energy worth $717K as of Q2 2026.
- Bridges Investment Management sold 100 WEC Energy shares in Q2 2026, an estimated $11.4K.
- WEC Energy made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #281 holding.
- Bridges Investment Management first reported a position in WEC Energy in Q3 2014 and has held it in 48 quarters since.
- Bridges Investment Management's WEC Energy position peaked at $1.02M in Q3 2019.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.