Guggenheim Capital’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 | $13.8M | Buy |
118,561
+16,524
| +16% | +$1.89M | 0.09% | 223 |
|
|
2026
Q1 | $11.8M | Buy |
102,037
+15,673
| +18% | +$1.76M | 0.09% | 238 |
|
|
2025
Q4 | $9.11M | Sell |
86,364
-4,060
| -4% | -$450K | 0.07% | 296 |
|
|
2025
Q3 | $10.4M | Buy |
90,424
+514
| +0.6% | +$55.7K | 0.08% | 262 |
|
|
2025
Q2 | $9.37M | Sell |
89,910
-696
| -0.8% | -$74.1K | 0.07% | 263 |
|
|
2025
Q1 | $9.87M | Sell |
90,606
-1,719
| -2% | -$176K | 0.09% | 237 |
|
|
2024
Q4 | $8.68M | Sell |
92,325
-13,468
| -13% | -$1.31M | 0.07% | 290 |
|
|
2024
Q3 | $10.2M | Sell |
105,793
-29,868
| -22% | -$2.65M | 0.07% | 302 |
|
|
2024
Q2 | $10.6M | Buy |
135,661
+3,642
| +3% | +$296K | 0.08% | 286 |
|
|
2024
Q1 | $10.8M | Buy |
132,019
+2,939
| +2% | +$236K | 0.08% | 298 |
|
|
2023
Q4 | $10.9M | Sell |
129,080
-8,390
| -6% | -$691K | 0.08% | 286 |
|
|
2023
Q3 | $11.1M | Sell |
137,470
-52
| -0% | -$4.52K | 0.1% | 235 |
|
|
2023
Q2 | $12.1M | Sell |
137,522
-949
| -0.7% | -$87.7K | 0.1% | 226 |
|
|
2023
Q1 | $13.1M | Sell |
138,471
-4,274
| -3% | -$396K | 0.11% | 206 |
|
|
2022
Q4 | $13.4M | Sell |
142,745
-11,421
| -7% | -$1.06M | 0.12% | 203 |
|
|
2022
Q3 | $13.8M | Buy |
154,166
+61,323
| +66% | +$6.26M | 0.13% | 188 |
|
|
2022
Q2 | $9.34M | Sell |
92,843
-6,482
| -7% | -$657K | 0.07% | 323 |
|
|
2022
Q1 | $9.91M | Sell |
99,325
-11,504
| -10% | -$1.09M | 0.06% | 399 |
|
|
2021
Q4 | $10.8M | Buy |
110,829
+13,542
| +14% | +$1.24M | 0.06% | 402 |
|
|
2021
Q3 | $8.58M | Sell |
97,287
-52,572
| -35% | -$4.93M | 0.05% | 441 |
|
|
2021
Q2 | $13.3M | Sell |
149,859
-43,148
| -22% | -$4.06M | 0.08% | 296 |
|
|
2021
Q1 | $18.1M | Sell |
193,007
-35,186
| -15% | -$3.07M | 0.12% | 191 |
|
|
2020
Q4 | $21M | Sell |
228,193
-51,320
| -18% | -$4.99M | 0.13% | 132 |
|
|
2020
Q3 | $27.1M | Sell |
279,513
-21,526
| -7% | -$2.01M | 0.2% | 87 |
|
|
2020
Q2 | $26.4M | Sell |
301,039
-8,559
| -3% | -$772K | 0.2% | 87 |
|
|
2020
Q1 | $27.3M | Sell |
309,598
-37,755
| -11% | -$3.63M | 0.27% | 68 |
|
|
2019
Q4 | $32M | Sell |
347,353
-5,248
| -1% | -$478K | 0.24% | 77 |
|
|
2019
Q3 | $33.5M | Buy |
352,601
+7,667
| +2% | +$691K | 0.27% | 64 |
|
|
2019
Q2 | $28.8M | Buy |
344,934
+23,635
| +7% | +$1.9M | 0.23% | 75 |
|
|
2019
Q1 | $25.4M | Buy |
321,299
+60,763
| +23% | +$4.51M | 0.21% | 88 |
|
|
2018
Q4 | $18M | Buy |
260,536
+45,681
| +21% | +$3.21M | 0.15% | 125 |
|
|
2018
Q3 | $14.3M | Buy |
214,855
+6,462
| +3% | +$431K | 0.09% | 228 |
|
|
2018
Q2 | $13.5M | Sell |
208,393
-586,348
| -74% | -$36.4M | 0.09% | 238 |
|
|
2018
Q1 | $49.8M | Buy |
794,741
+34,313
| +5% | +$2.13M | 0.12% | 311 |
|
|
2017
Q4 | $50.5M | Buy |
760,428
+10,929
| +1% | +$733K | 0.12% | 327 |
|
|
2017
Q3 | $47.1M | Sell |
749,499
-82,665
| -10% | -$5.27M | 0.11% | 338 |
|
|
2017
Q2 | $51.1M | Sell |
832,164
-17,837
| -2% | -$1.1M | 0.14% | 272 |
|
|
2017
Q1 | $51.5M | Sell |
850,001
-23,296
| -3% | -$1.37M | 0.14% | 255 |
|
|
2016
Q4 | $51.2M | Buy |
873,297
+164,461
| +23% | +$9.43M | 0.15% | 207 |
|
|
2016
Q3 | $42.4M | Buy |
708,836
+10,258
| +1% | +$640K | 0.13% | 255 |
|
|
2016
Q2 | $45.6M | Buy |
698,578
+9,286
| +1% | +$558K | 0.14% | 207 |
|
|
2016
Q1 | $41.4M | Buy |
689,292
+7,246
| +1% | +$406K | 0.13% | 233 |
|
|
2015
Q4 | $35M | Sell |
682,046
-142,857
| -17% | -$7.29M | 0.1% | 348 |
|
|
2015
Q3 | $43.1M | Sell |
824,903
-252,769
| -23% | -$12.3M | 0.13% | 210 |
|
|
2015
Q2 | $48.5M | Buy |
1,077,672
+305,627
| +40% | +$14.7M | 0.12% | 247 |
|
|
2015
Q1 | $38.2M | Buy |
772,045
+22,483
| +3% | +$1.18M | 0.09% | 414 |
|
|
2014
Q4 | $39.5M | Sell |
749,562
-119,774
| -14% | -$5.88M | 0.1% | 359 |
|
|
2014
Q3 | $37.4M | Sell |
869,336
-8,129
| -0.9% | -$361K | 0.09% | 353 |
|
|
2014
Q2 | $41.2M | Buy |
877,465
+207,771
| +31% | +$9.65M | 0.1% | 290 |
|
|
2014
Q1 | $31.2M | Buy |
669,694
+25,416
| +4% | +$1.1M | 0.09% | 360 |
|
|
2013
Q4 | $26.6M | Buy |
644,278
+68,923
| +12% | +$2.86M | 0.08% | 404 |
|
|
2013
Q3 | $23.2M | Buy |
575,355
+57,698
| +11% | +$2.4M | 0.08% | 353 |
|
|
2013
Q2 | $21.2M | Buy |
+517,657
| New | +$22M | 0.09% | 305 |
|
Other funds holding WEC
Guggenheim Capital's WEC Position: Q2 2026 in Review
Guggenheim Capital increased its WEC Energy (WEC) stake by 16% in Q2 2026, buying an estimated $1.89M and bringing the position to 118,561 shares worth $13.8M. The position accounts for 0.09% of the portfolio, ranked #223.
Guggenheim Capital first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $51.5M in Q1 2017. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Guggenheim Capital held 118,561 shares of WEC Energy worth $13.8M as of Q2 2026.
- Guggenheim Capital bought 16,524 WEC Energy shares in Q2 2026, an estimated $1.89M.
- WEC Energy made up 0.09% of Guggenheim Capital's portfolio in Q2 2026, its #223 holding.
- Guggenheim Capital first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
- Guggenheim Capital's WEC Energy position peaked at $51.5M in Q1 2017.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.