LI
WEC icon

Leeward Investments’s WEC Energy WEC Stock Holding History

Leeward Investments’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 		$8.32M Sell
71,218
-3,649
-5% -$416K 0.38% 111
2026
Q1 		$8.67M Sell
74,867
-2,548
-3% -$286K 0.43% 102
2025
Q4 		$8.16M Sell
77,415
-38,417
-33% -$4.25M 0.41% 114
2025
Q3 		$13.3M Buy
115,832
+10,402
+10% +$1.13M 0.68% 56
2025
Q2 		$11M Sell
105,430
-18,946
-15% -$2.02M 0.58% 70
2025
Q1 		$13.6M Sell
124,376
-18,686
-13% -$1.91M 0.72% 58
2024
Q4 		$13.5M Sell
143,062
-4,162
-3% -$404K 0.67% 58
2024
Q3 		$14.2M Sell
147,224
-9,371
-6% -$830K 0.66% 57
2024
Q2 		$12.3M Sell
156,595
-7,090
-4% -$576K 0.56% 83
2024
Q1 		$13.4M Buy
163,685
+6,288
+4% +$506K 0.6% 77
2023
Q4 		$13.2M Sell
157,397
-4,247
-3% -$350K 0.62% 76
2023
Q3 		$13M Sell
161,644
-1,773
-1% -$154K 0.67% 65
2023
Q2 		$14.4M Sell
163,417
-11,598
-7% -$1.07M 0.68% 62
2023
Q1 		$16.6M Sell
175,015
-3,042
-2% -$282K 0.76% 45
2022
Q4 		$16.7M Sell
178,057
-3,036
-2% -$281K 0.74% 53
2022
Q3 		$16.2M Buy
181,093
+8,744
+5% +$893K 0.77% 45
2022
Q2 		$17.3M Sell
172,349
-1,477
-0.8% -$150K 0.79% 43
2022
Q1 		$17.4M Buy
+173,826
New +$16.4M 0.69% 56

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Leeward Investments's WEC Position: Q2 2026 in Review

Leeward Investments reduced its WEC Energy (WEC) stake by 4.9% in Q2 2026, selling an estimated $416K and leaving 71,218 shares worth $8.32M. The position accounts for 0.38% of the portfolio, ranked #111.

Leeward Investments first reported a position in WEC in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.4M in Q1 2022. 571 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Leeward Investments held 71,218 shares of WEC Energy worth $8.32M as of Q2 2026.
  • Leeward Investments sold 3,649 WEC Energy shares in Q2 2026, an estimated $416K.
  • WEC Energy made up 0.38% of Leeward Investments's portfolio in Q2 2026, its #111 holding.
  • Leeward Investments first reported a position in WEC Energy in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's WEC Energy position peaked at $17.4M in Q1 2022.
  • 571 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.