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Bridgewater Associates’s WEC Energy WEC Stock Holding History

Bridgewater Associates’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 		$2.92M Buy
+24,998
New +$2.85M 0.01% 603
2023
Q2 		– Sell
-30,263
Closed -$2.87M – 775
2023
Q1 		$2.87M Sell
30,263
-102,633
-77% -$9.5M 0.02% 405
2022
Q4 		$12.5M Buy
132,896
+83,576
+169% +$7.72M 0.07% 215
2022
Q3 		$4.41M Sell
49,320
-52,723
-52% -$5.39M 0.02% 409
2022
Q2 		$10.3M Buy
102,043
+31,534
+45% +$3.2M 0.04% 322
2022
Q1 		$7.04M Buy
70,509
+53,240
+308% +$5.03M 0.03% 377
2021
Q4 		$1.68M Buy
+17,269
New +$1.58M 0.01% 485
2020
Q3 		– Sell
-5,341
Closed -$468K – 506
2020
Q2 		$468K Sell
5,341
-4,269
-44% -$385K 0.01% 271
2020
Q1 		$847K Buy
+9,610
New +$924K 0.02% 220
2019
Q1 		– Sell
-22,310
Closed -$1.54M – 510
2018
Q4 		$1.54M Buy
22,310
+7,152
+47% +$502K 0.01% 280
2018
Q3 		$1.01M Buy
15,158
+9,570
+171% +$638K 0.01% 222
2018
Q2 		$361K Sell
5,588
-3,527
-39% -$219K ﹤0.01% 386
2018
Q1 		$572K Buy
+9,115
New +$566K 0.01% 369
2017
Q3 		– Sell
-7,422
Closed -$456K – 400
2017
Q2 		$456K Buy
+7,422
New +$458K ﹤0.01% 265
2015
Q3 		– Sell
-8,254
Closed -$371K – 497
2015
Q2 		$371K Buy
+8,254
New +$396K ﹤0.01% 287
2013
Q3 		– Sell
-5,200
Closed -$213K – 404
2013
Q2 		$213K Buy
+5,200
New +$221K ﹤0.01% 317

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bridgewater Associates's WEC Position: Q2 2026 in Review

Bridgewater Associates opened a new position in WEC Energy (WEC) in Q2 2026: 24,998 shares worth $2.92M. The stake represents 0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in WEC as recently as Q1 2023.

Bridgewater Associates first reported a position in WEC in Q2 2013 and has held it in 16 quarters since. The position peaked at $12.5M in Q4 2022. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bridgewater Associates held 24,998 shares of WEC Energy worth $2.92M as of Q2 2026.
  • WEC Energy was a new Bridgewater Associates position in Q2 2026.
  • WEC Energy made up 0.01% of Bridgewater Associates's portfolio in Q2 2026, its #603 holding.
  • Bridgewater Associates first reported a position in WEC Energy in Q2 2013 and has held it in 16 quarters since.
  • Bridgewater Associates's WEC Energy position peaked at $12.5M in Q4 2022.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.