D.L. Carlson Investment Group’s WEC Energy WEC Stock Holding History

D.L. Carlson Investment Group’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	$308K	Sell	2,635 -141	-5%	-$16.1K	0.05%	117
2026 Q1	$321K	Hold	2,776	–	–	0.06%	120
2025 Q4	$293K	Sell	2,776 -104	-4%	-$11.5K	0.05%	124
2025 Q3	$330K	Sell	2,880 -20	-0.7%	-$2.17K	0.06%	122
2025 Q2	$302K	Sell	2,900 -110	-4%	-$11.7K	0.06%	117
2025 Q1	$328K	Sell	3,010 -6	-0.2%	-$613	0.06%	123
2024 Q4	$284K	Hold	3,016	–	–	0.05%	134
2024 Q3	$290K	Buy	3,016 +12	+0.4%	+$1.06K	0.05%	134
2024 Q2	$236K	Hold	3,004	–	–	0.05%	129
2024 Q1	$247K	Sell	3,004 -6	-0.2%	-$483	0.05%	130
2023 Q4	$235K	Sell	3,010 -110	-4%	-$9.06K	0.05%	130
2023 Q3	$251K	Sell	3,120 -135	-4%	-$11.7K	0.05%	121
2023 Q2	$287K	Hold	3,255	–	–	0.05%	119
2023 Q1	$309K	Hold	3,255	–	–	0.07%	109
2022 Q4	$305K	Hold	3,255	–	–	0.07%	111
2022 Q3	$291K	Hold	3,255	–	–	0.06%	109
2022 Q2	$328K	Hold	3,255	–	–	0.07%	111
2022 Q1	$325K	Hold	3,255	–	–	0.05%	117
2021 Q4	$316K	Hold	3,255	–	–	0.05%	119
2021 Q3	$287K	Hold	3,255	–	–	0.05%	121
2021 Q2	$290K	Sell	3,255 -100	-3%	-$9.42K	0.05%	126
2021 Q1	$314K	Hold	3,355	–	–	0.06%	121
2020 Q4	$309K	Hold	3,355	–	–	0.06%	116
2020 Q3	$325K	Sell	3,355 -2	-0.1%	-$186	0.07%	108
2020 Q2	$294K	Hold	3,357	–	–	0.09%	114
2020 Q1	$296K	Sell	3,357 -225	-6%	-$21.6K	0.11%	120
2019 Q4	$330K	Hold	3,582	–	–	0.1%	120
2019 Q3	$341K	Sell	3,582 -20	-0.6%	-$1.8K	0.11%	116
2019 Q2	$300K	Hold	3,602	–	–	0.09%	124
2019 Q1	$285K	Sell	3,602 -140	-4%	-$10.4K	0.08%	128
2018 Q4	$259K	Sell	3,742 -153	-4%	-$10.7K	0.09%	128
2018 Q3	$260K	Sell	3,895 -5	-0.1%	-$333	0.07%	127
2018 Q2	$252K	Sell	3,900 -410	-10%	-$25.5K	0.08%	121
2018 Q1	$270K	Sell	4,310 -180	-4%	-$11.2K	0.09%	114
2017 Q4	$298K	Sell	4,490 -65	-1%	-$4.36K	0.09%	116
2017 Q3	$286K	Hold	4,555	–	–	0.09%	114
2017 Q2	$280K	Hold	4,555	–	–	0.08%	121
2017 Q1	$276K	Hold	4,555	–	–	0.09%	115
2016 Q4	$267K	Sell	4,555 -175	-4%	-$10K	0.09%	122
2016 Q3	$283K	Sell	4,730 -1,650	-26%	-$103K	0.1%	117
2016 Q2	$417K	Hold	6,380	–	–	0.15%	108
2016 Q1	$383K	Buy	6,380 +850	+15%	+$47.6K	0.14%	103
2015 Q4	$284K	Buy	5,530 +400	+8%	+$20.4K	0.11%	114
2015 Q3	$268K	Sell	5,130 -650	-11%	-$31.6K	0.11%	112
2015 Q2	$260K	Sell	5,780 -100	-2%	-$4.8K	0.09%	122
2015 Q1	$291K	Sell	5,880 -115	-2%	-$6.01K	0.1%	122
2014 Q4	$316K	Buy	5,995 +920	+18%	+$45.1K	0.11%	123
2014 Q3	$218K	Sell	5,075 -100	-2%	-$4.44K	0.08%	131
2014 Q2	$243K	Sell	5,175 -75	-1%	-$3.48K	0.09%	120
2014 Q1	$244K	Hold	5,250	–	–	0.09%	121
2013 Q4	$217K	Sell	5,250 -1,275	-20%	-$52.9K	0.08%	117
2013 Q3	$263K	Hold	6,525	–	–	0.1%	110
2013 Q2	$267K	Buy	+6,525	New	+$277K	0.11%	107

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

D.L. Carlson Investment Group's WEC Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its WEC Energy (WEC) stake by 5.1% in Q2 2026, selling an estimated $16.1K and leaving 2,635 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #117.

D.L. Carlson Investment Group first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $417K in Q2 2016. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

D.L. Carlson Investment Group held 2,635 shares of WEC Energy worth $308K as of Q2 2026.
D.L. Carlson Investment Group sold 141 WEC Energy shares in Q2 2026, an estimated $16.1K.
WEC Energy made up 0.05% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #117 holding.
D.L. Carlson Investment Group first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
D.L. Carlson Investment Group's WEC Energy position peaked at $417K in Q2 2016.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.