Kayne Anderson Rudnick Investment Management’s WEC Energy WEC Stock Holding History

Kayne Anderson Rudnick 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 Q1	$1.85K	Hold	16	–	–	﹤0.01%	797
2025 Q4	$1.69K	Hold	16	–	–	﹤0.01%	834
2025 Q3	$1.83K	Buy	16 +3	+23%	+$325	﹤0.01%	837
2025 Q2	$1.35K	Buy	13 +9	+225%	+$958	﹤0.01%	894
2025 Q1	$436	Hold	4	–	–	﹤0.01%	912
2024 Q4	$376	Hold	4	–	–	﹤0.01%	954
2024 Q3	$385	Hold	4	–	–	﹤0.01%	948
2024 Q2	$314	Hold	4	–	–	﹤0.01%	945
2024 Q1	$328	Sell	4 -53	-93%	-$4.26K	﹤0.01%	931
2023 Q4	$4.8K	Sell	57 -146,941	-100%	-$12.1M	﹤0.01%	672
2023 Q3	$11.8M	Sell	146,998 -9,256	-6%	-$804K	0.03%	239
2023 Q2	$13.8M	Sell	156,254 -2,083	-1%	-$192K	0.04%	231
2023 Q1	$15M	Buy	158,337 +2,935	+2%	+$272K	0.04%	218
2022 Q4	$14.6M	Sell	155,402 -4,685	-3%	-$433K	0.05%	227
2022 Q3	$14.3M	Sell	160,087 -898	-0.6%	-$91.7K	0.05%	216
2022 Q2	$16.2M	Buy	160,985 +6,529	+4%	+$662K	0.05%	200
2022 Q1	$15.4M	Sell	154,456 -4,134	-3%	-$390K	0.04%	217
2021 Q4	$15.4M	Buy	158,590 +285	+0.2%	+$26.1K	0.04%	223
2021 Q3	$14M	Sell	158,305 -1,043	-0.7%	-$97.8K	0.03%	217
2021 Q2	$14.2M	Sell	159,348 -1,551	-1%	-$146K	0.03%	221
2021 Q1	$15.1M	Buy	160,899 +401	+0.2%	+$35K	0.04%	205
2020 Q4	$14.8M	Sell	160,498 -6,622	-4%	-$644K	0.04%	206
2020 Q3	$16.2M	Buy	167,120 +38,842	+30%	+$3.62M	0.06%	182
2020 Q2	$11.2M	Sell	128,278 -5,235	-4%	-$472K	0.05%	186
2020 Q1	$11.8M	Sell	133,513 -4,078	-3%	-$392K	0.07%	161
2019 Q4	$12.7M	Sell	137,591 -162,203	-54%	-$14.8M	0.06%	164
2019 Q3	$28.5M	Sell	299,794 -120	-0%	-$10.8K	0.15%	116
2019 Q2	$25M	Sell	299,914 -2,156	-0.7%	-$173K	0.13%	119
2019 Q1	$23.9M	Sell	302,070 -4,250	-1%	-$315K	0.14%	115
2018 Q4	$21.2M	Sell	306,320 -75,691	-20%	-$5.32M	0.15%	107
2018 Q3	$25.5M	Sell	382,011 -9,588	-2%	-$639K	0.15%	111
2018 Q2	$25.3M	Sell	391,599 -11,754	-3%	-$730K	0.16%	109
2018 Q1	$25.3M	Sell	403,353 -19,703	-5%	-$1.22M	0.19%	103
2017 Q4	$28.1M	Sell	423,056 -10,579	-2%	-$710K	0.23%	99
2017 Q3	$27.2M	Sell	433,635 -26,411	-6%	-$1.68M	0.25%	103
2017 Q2	$28.2M	Sell	460,046 -61,028	-12%	-$3.77M	0.28%	98
2017 Q1	$31.6M	Sell	521,074 -37,340	-7%	-$2.2M	0.34%	84
2016 Q4	$32.8M	Sell	558,414 -12,449	-2%	-$714K	0.39%	76
2016 Q3	$34.2M	Buy	570,863 +127,099	+29%	+$7.93M	0.43%	71
2016 Q2	$29M	Sell	443,764 -6,933	-2%	-$417K	0.44%	61
2016 Q1	$27.1M	Sell	450,697 -20,140	-4%	-$1.13M	0.44%	62
2015 Q4	$24.2M	Buy	470,837 +21,969	+5%	+$1.12M	0.4%	68
2015 Q3	$23.4M	Buy	448,868 +72,828	+19%	+$3.54M	0.4%	66
2015 Q2	$16.9M	Buy	376,040 +5,754	+2%	+$276K	0.26%	107
2015 Q1	$18.3M	Buy	+370,286	New	+$19.4M	0.28%	93

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WEC Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its WEC Energy (WEC) position steady in Q1 2026 at 16 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Kayne Anderson Rudnick Investment Management first reported a position in WEC in Q1 2015 and has held it in 45 quarters since. The position peaked at $34.2M in Q3 2016. 1,375 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 16 shares of WEC Energy worth $1.85K as of Q1 2026.
Kayne Anderson Rudnick Investment Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #797 holding.
Kayne Anderson Rudnick Investment Management first reported a position in WEC Energy in Q1 2015 and has held it in 45 quarters since.
Kayne Anderson Rudnick Investment Management's WEC Energy position peaked at $34.2M in Q3 2016.
1,375 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.