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F.L. Putnam Investment Management’s WEC Energy WEC Stock Holding History

F.L. Putnam Investment Management’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 		$2.5M Buy
21,392
+609
+3% +$69.5K 0.03% 265
2026
Q1 		$2.41M Buy
20,783
+94
+0.5% +$10.6K 0.04% 235
2025
Q4 		$2.18M Sell
20,689
-414
-2% -$45.8K 0.03% 242
2025
Q3 		$2.42M Sell
21,103
-229
-1% -$24.8K 0.04% 237
2025
Q2 		$2.22M Sell
21,332
-384
-2% -$40.9K 0.04% 233
2025
Q1 		$2.37M Buy
21,716
+84
+0.4% +$8.58K 0.04% 224
2024
Q4 		$2.03M Buy
21,632
+4,449
+26% +$431K 0.04% 245
2024
Q3 		$1.97M Sell
17,183
-4,083
-19% -$362K 0.04% 251
2024
Q2 		$1.67M Buy
+21,266
New +$1.73M 0.03% 264
2022
Q1 		– Sell
-10,430
Closed -$1.01M – 426
2021
Q4 		$1.01M Buy
10,430
+3,472
+50% +$317K 0.03% 224
2021
Q3 		$614K Buy
6,958
+518
+8% +$48.6K 0.02% 257
2021
Q2 		$573K Buy
6,440
+283
+5% +$26.7K 0.02% 267
2021
Q1 		$576K Buy
6,157
+785
+15% +$68.4K 0.03% 238
2020
Q4 		$494K Buy
5,372
+729
+16% +$70.9K 0.02% 228
2020
Q3 		$450K Buy
4,643
+710
+18% +$66.2K 0.02% 213
2020
Q2 		$345K Buy
3,933
+1,355
+53% +$122K 0.02% 237
2020
Q1 		$227K Buy
+2,578
New +$248K 0.02% 261

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

F.L. Putnam Investment Management's WEC Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its WEC Energy (WEC) stake by 2.9% in Q2 2026, buying an estimated $69.5K and bringing the position to 21,392 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #265.

F.L. Putnam Investment Management first reported a position in WEC in Q1 2020 and has held it in 17 quarters since. 918 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • F.L. Putnam Investment Management held 21,392 shares of WEC Energy worth $2.5M as of Q2 2026.
  • F.L. Putnam Investment Management bought 609 WEC Energy shares in Q2 2026, an estimated $69.5K.
  • WEC Energy made up 0.03% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #265 holding.
  • F.L. Putnam Investment Management first reported a position in WEC Energy in Q1 2020 and has held it in 17 quarters since.
  • 918 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.