Leavell Investment Management’s WEC Energy WEC Stock Holding History

Leavell 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	$3.58M	Sell	30,676 -271	-0.9%	-$30.9K	0.13%	167
2026 Q1	$3.58M	Buy	30,947 +6	+0%	+$674	0.15%	155
2025 Q4	$3.26M	Sell	30,941 -90	-0.3%	-$9.96K	0.14%	162
2025 Q3	$3.56M	Hold	31,031	–	–	0.15%	146
2025 Q2	$3.23M	Hold	31,031	–	–	0.14%	155
2025 Q1	$3.38M	Buy	31,031 +1,043	+3%	+$107K	0.17%	135
2024 Q4	$2.82M	Buy	29,988 +100	+0.3%	+$9.7K	0.14%	150
2024 Q3	$2.87M	Buy	29,888 +286	+1%	+$25.3K	0.14%	152
2024 Q2	$2.32M	Sell	29,602 -28	-0.1%	-$2.27K	0.13%	160
2024 Q1	$2.43M	Sell	29,630 -4,510	-13%	-$363K	0.14%	145
2023 Q4	$2.87M	Sell	34,140 -750	-2%	-$61.8K	0.18%	126
2023 Q3	$2.81M	Buy	34,890 +10	+0%	+$869	0.2%	122
2023 Q2	$3.08M	Hold	34,880	–	–	0.21%	118
2023 Q1	$3.31M	Sell	34,880 -1,025	-3%	-$94.9K	0.24%	113
2022 Q4	$3.37M	Buy	35,905 +21	+0.1%	+$1.94K	0.25%	107
2022 Q3	$3.21M	Hold	35,884	–	–	0.25%	107
2022 Q2	$3.61M	Hold	35,884	–	–	0.28%	100
2022 Q1	$3.58M	Buy	35,884 +300	+0.8%	+$28.3K	0.25%	108
2021 Q4	$3.45M	Sell	35,584 -800	-2%	-$73.1K	0.23%	114
2021 Q3	$3.21M	Sell	36,384 -200	-0.5%	-$18.8K	0.24%	112
2021 Q2	$3.42M	Hold	36,584	–	–	0.28%	107
2021 Q1	$3.42M	Hold	36,584	–	–	0.28%	107
2020 Q4	$3.37M	Hold	36,584	–	–	0.29%	99
2020 Q3	$3.54M	Sell	36,584 -400	-1%	-$37.3K	0.31%	91
2020 Q2	$3.24M	Sell	36,984 -250	-0.7%	-$22.6K	0.32%	91
2020 Q1	$3.28M	Sell	37,234 -445	-1%	-$42.8K	0.38%	82
2019 Q4	$3.48M	Sell	37,679 -455	-1%	-$41.5K	0.33%	96
2019 Q3	$3.63M	Sell	38,134 -50	-0.1%	-$4.5K	0.37%	84
2019 Q2	$3.18M	Sell	38,184 -100	-0.3%	-$8.02K	0.34%	88
2019 Q1	$3.03M	Sell	38,284 -1,575	-4%	-$117K	0.34%	91
2018 Q4	$2.76M	Buy	39,859 +358	+0.9%	+$25.1K	0.35%	92
2018 Q3	$2.64M	Sell	39,501 -421	-1%	-$28.1K	0.28%	104
2018 Q2	$2.58M	Hold	39,922	–	–	0.29%	101
2018 Q1	$2.5M	Buy	39,922 +1,844	+5%	+$114K	0.29%	106
2017 Q4	$2.53M	Buy	38,078 +200	+0.5%	+$13.4K	0.3%	102
2017 Q3	$2.38M	Buy	37,878 +25	+0.1%	+$1.59K	0.29%	104
2017 Q2	$2.32M	Buy	37,853 +400	+1%	+$24.7K	0.29%	102
2017 Q1	$2.27M	Buy	37,453 +6,825	+22%	+$402K	0.29%	100
2016 Q4	$1.8M	Buy	30,628 +3,800	+14%	+$218K	0.25%	105
2016 Q3	$1.61M	Buy	26,828 +36	+0.1%	+$2.25K	0.24%	119
2016 Q2	$1.75M	Sell	26,792 -1,264	-5%	-$76K	0.26%	111
2016 Q1	$1.69M	Hold	28,056	–	–	0.25%	115
2015 Q4	$1.44M	Hold	28,056	–	–	0.21%	120
2015 Q3	$1.47M	Sell	28,056 -2,000	-7%	-$97.3K	0.23%	121
2015 Q2	$1.35M	Buy	30,056 +1,756	+6%	+$84.3K	0.21%	138
2015 Q1	$1.4M	Hold	28,300	–	–	0.21%	139
2014 Q4	$1.49M	Buy	28,300 +2,000	+8%	+$98.1K	0.23%	130
2014 Q3	$1.13M	Hold	26,300	–	–	0.18%	154
2014 Q2	$1.23M	Hold	26,300	–	–	0.2%	150
2014 Q1	$1.22M	Hold	26,300	–	–	0.2%	141
2013 Q4	$1.09M	Hold	26,300	–	–	0.18%	150
2013 Q3	$1.06M	Hold	26,300	–	–	0.19%	141
2013 Q2	$1.08M	Buy	+26,300	New	+$1.12M	0.2%	134

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

Leavell Investment Management's WEC Position: Q2 2026 in Review

Leavell Investment Management reduced its WEC Energy (WEC) stake by 0.88% in Q2 2026, selling an estimated $30.9K and leaving 30,676 shares worth $3.58M. The position accounts for 0.13% of the portfolio, ranked #167.

Leavell Investment Management first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.63M in Q3 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Leavell Investment Management held 30,676 shares of WEC Energy worth $3.58M as of Q2 2026.
Leavell Investment Management sold 271 WEC Energy shares in Q2 2026, an estimated $30.9K.
WEC Energy made up 0.13% of Leavell Investment Management's portfolio in Q2 2026, its #167 holding.
Leavell Investment Management first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
Leavell Investment Management's WEC Energy position peaked at $3.63M in Q3 2019.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.