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ClearBridge Investments (Australia)’s WEC Energy WEC Stock Holding History

ClearBridge Investments (Australia)’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
2025
Q2 		$246M Buy
2,364,236
+12,581
+0.5% +$1.34M 5.4% 7
2025
Q1 		$256M Buy
2,351,655
+399,893
+20% +$40.8M 6.65% 4
2024
Q4 		$184M Buy
1,951,762
+85,569
+5% +$8.3M 4.81% 9
2024
Q3 		$179M Buy
+1,866,193
New +$165M 4.49% 11
2020
Q2 		– Sell
-2,513
Closed -$221K – 58
2020
Q1 		$221K Buy
2,513
+70
+3% +$6.73K 0.02% 28
2019
Q4 		$222K Sell
2,443
-103
-4% -$9.39K 0.01% 30
2019
Q3 		$243K Sell
2,546
-55
-2% -$4.96K 0.02% 28
2019
Q2 		$217K Buy
+2,601
New +$209K 0.02% 28
2018
Q3 		– Sell
-4,639
Closed -$300K – 59
2018
Q2 		$300K Buy
4,639
+947
+26% +$58.9K 0.02% 30
2018
Q1 		$232K Buy
3,692
+347
+10% +$21.5K 0.02% 31
2017
Q4 		$223K Buy
3,345
+213
+7% +$14.3K 0.02% 31
2017
Q3 		$197K Buy
3,132
+2,627
+520% +$168K 0.01% 32
2017
Q2 		$31K Buy
+505
New +$31.2K ﹤0.01% 33

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments (Australia)'s WEC Position: Q2 2025 in Review

ClearBridge Investments (Australia) increased its WEC Energy (WEC) stake by 0.53% in Q2 2025, buying an estimated $1.34M and bringing the position to 2,364,236 shares worth $246M. The position accounts for 5.4% of the portfolio, ranked #7.

ClearBridge Investments (Australia) first reported a position in WEC in Q2 2017 and has held it in 13 quarters since. The position peaked at $256M in Q1 2025. 1,260 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • ClearBridge Investments (Australia) held 2,364,236 shares of WEC Energy worth $246M as of Q2 2025.
  • ClearBridge Investments (Australia) bought 12,581 WEC Energy shares in Q2 2025, an estimated $1.34M.
  • WEC Energy made up 5.4% of ClearBridge Investments (Australia)'s portfolio in Q2 2025, its #7 holding.
  • ClearBridge Investments (Australia) first reported a position in WEC Energy in Q2 2017 and has held it in 13 quarters since.
  • ClearBridge Investments (Australia)'s WEC Energy position peaked at $256M in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on ClearBridge Investments (Australia)'s 13F filing for Q2 2025, filed 12 Aug 2025.