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LMCG Investments’s WEC Energy WEC Stock Holding History

LMCG 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 		$262K Buy
2,245
+495
+28% +$56.5K 0.01% 213
2026
Q1 		$203K Buy
+1,750
New +$197K 0.01% 219
2022
Q4 		– Sell
-2,763
Closed -$247K – 331
2022
Q3 		$247K Sell
2,763
-136
-5% -$13.9K 0.02% 302
2022
Q2 		$292K Hold
2,899
– – 0.02% 299
2022
Q1 		$289K Buy
+2,899
New +$274K 0.02% 305

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

LMCG Investments's WEC Position: Q2 2026 in Review

LMCG Investments increased its WEC Energy (WEC) stake by 28% in Q2 2026, buying an estimated $56.5K and bringing the position to 2,245 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #213.

LMCG Investments first reported a position in WEC in Q1 2022 and has held it in 5 quarters since. The position peaked at $292K in Q2 2022. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • LMCG Investments held 2,245 shares of WEC Energy worth $262K as of Q2 2026.
  • LMCG Investments bought 495 WEC Energy shares in Q2 2026, an estimated $56.5K.
  • WEC Energy made up 0.01% of LMCG Investments's portfolio in Q2 2026, its #213 holding.
  • LMCG Investments first reported a position in WEC Energy in Q1 2022 and has held it in 5 quarters since.
  • LMCG Investments's WEC Energy position peaked at $292K in Q2 2022.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.