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Heartland Advisors’s WEC Energy WEC Stock Holding History

Heartland Advisors’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 		$12.6M Buy
108,279
+48,762
+82% +$5.56M 0.56% 55
2026
Q1 		$6.89M Sell
59,517
-6,096
-9% -$685K 0.35% 116
2025
Q4 		$6.92M Sell
65,613
-231
-0.4% -$25.6K 0.37% 107
2025
Q3 		$7.55M Buy
65,844
+3,349
+5% +$363K 0.4% 97
2025
Q2 		$6.51M Sell
62,495
-11,679
-16% -$1.24M 0.36% 117
2025
Q1 		$8.08M Sell
74,174
-43,827
-37% -$4.48M 0.46% 89
2024
Q4 		$11.1M Sell
118,001
-1,104
-0.9% -$107K 0.6% 68
2024
Q3 		$11.5M Buy
+119,105
New +$10.6M 0.6% 64

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

Heartland Advisors's WEC Position: Q2 2026 in Review

Heartland Advisors increased its WEC Energy (WEC) stake by 82% in Q2 2026, buying an estimated $5.56M and bringing the position to 108,279 shares worth $12.6M. The position accounts for 0.56% of the portfolio, ranked #55.

Heartland Advisors first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Heartland Advisors held 108,279 shares of WEC Energy worth $12.6M as of Q2 2026.
  • Heartland Advisors bought 48,762 WEC Energy shares in Q2 2026, an estimated $5.56M.
  • WEC Energy made up 0.56% of Heartland Advisors's portfolio in Q2 2026, its #55 holding.
  • Heartland Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.