Lido Advisors
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Lido Advisors’s WEC Energy WEC Stock Holding History

Lido 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 		$2.46M Buy
21,045
+1,099
+6% +$125K 0.01% 730
2026
Q1 		$2.31M Sell
19,946
-1,048
-5% -$118K 0.01% 673
2025
Q4 		$2.38M Buy
20,994
+525
+3% +$58.1K 0.01% 671
2025
Q3 		$2.35M Sell
20,469
-2,996
-13% -$325K 0.01% 643
2025
Q2 		$2.45M Buy
23,465
+959
+4% +$102K 0.01% 533
2025
Q1 		$2.45M Buy
22,506
+4,361
+24% +$445K 0.01% 496
2024
Q4 		$1.71M Buy
18,145
+670
+4% +$65K 0.01% 565
2024
Q3 		$1.68M Sell
17,475
-949
-5% -$84.1K 0.01% 522
2024
Q2 		$1.45M Buy
18,424
+14,793
+407% +$1.2M 0.01% 537
2024
Q1 		$298K Sell
3,631
-213
-6% -$17.1K ﹤0.01% 1101
2023
Q4 		$324K Buy
3,844
+589
+18% +$48.5K ﹤0.01% 1004
2023
Q3 		$262K Buy
3,255
+24
+0.7% +$2.08K ﹤0.01% 974
2023
Q2 		$285K Buy
3,231
+265
+9% +$24.5K ﹤0.01% 954
2023
Q1 		$223K Buy
2,966
+537
+22% +$49.7K ﹤0.01% 975
2022
Q4 		$228K Buy
2,429
+35
+1% +$3.23K ﹤0.01% 867
2022
Q3 		$214K Sell
2,394
-18
-0.7% -$1.84K ﹤0.01% 867
2022
Q2 		$242K Buy
2,412
+69
+3% +$7K ﹤0.01% 813
2022
Q1 		$233K Sell
2,343
-441
-16% -$41.6K ﹤0.01% 905
2021
Q4 		$270K Buy
2,784
+493
+22% +$45.1K ﹤0.01% 846
2021
Q3 		$202K Buy
+2,291
New +$215K ﹤0.01% 922
2020
Q1 		– Sell
-3,130
Closed -$289K – 686
2019
Q4 		$289K Buy
3,130
+121
+4% +$11K 0.01% 513
2019
Q3 		$286K Buy
+3,009
New +$271K 0.01% 462

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

Lido Advisors's WEC Position: Q2 2026 in Review

Lido Advisors increased its WEC Energy (WEC) stake by 5.5% in Q2 2026, buying an estimated $125K and bringing the position to 21,045 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #730.

Lido Advisors first reported a position in WEC in Q3 2019 and has held it in 22 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Lido Advisors held 21,045 shares of WEC Energy worth $2.46M as of Q2 2026.
  • Lido Advisors bought 1,099 WEC Energy shares in Q2 2026, an estimated $125K.
  • WEC Energy made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #730 holding.
  • Lido Advisors first reported a position in WEC Energy in Q3 2019 and has held it in 22 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.