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LMR Partners’s WEC Energy WEC Stock Holding History

LMR Partners’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 		$432K Sell
3,701
-4,345
-54% -$496K ﹤0.01% 1204
2026
Q1 		$931K Buy
8,046
+2,928
+57% +$329K ﹤0.01% 993
2025
Q4 		$540K Sell
5,118
-8,358
-62% -$925K ﹤0.01% 1109
2025
Q3 		$1.54M Buy
13,476
+10,021
+290% +$1.09M 0.01% 806
2025
Q2 		$360K Buy
+3,455
New +$368K ﹤0.01% 1017
2020
Q3 		– Sell
-24,015
Closed -$2.1M – 646
2020
Q2 		$2.1M Buy
24,015
+19,413
+422% +$1.75M 0.05% 246
2020
Q1 		$423K Buy
4,602
+954
+26% +$91.8K 0.02% 184
2019
Q4 		$336K Sell
3,648
-595
-14% -$54.2K ﹤0.01% 343
2019
Q3 		$404K Buy
+4,243
New +$382K 0.02% 295
2019
Q2 		– Sell
-9,764
Closed -$772K – 591
2019
Q1 		$772K Sell
9,764
-4,373
-31% -$324K 0.04% 200
2018
Q4 		$979K Buy
+14,137
New +$993K 0.05% 184
2017
Q3 		– Sell
-13,498
Closed -$828K – 562
2017
Q2 		$828K Buy
+13,498
New +$834K 0.05% 342
2017
Q1 		– Sell
-11,554
Closed -$678K – 484
2016
Q4 		$678K Sell
11,554
-5,079
-31% -$291K 0.1% 197
2016
Q3 		$996K Buy
16,633
+10,051
+153% +$627K 0.09% 190
2016
Q2 		$430K Sell
6,582
-17,871
-73% -$1.07M 0.07% 304
2016
Q1 		$1.47M Buy
+24,453
New +$1.37M 0.16% 124
2015
Q2 		– Sell
-14,202
Closed -$703K – 608
2015
Q1 		$703K Buy
+14,202
New +$743K 0.1% 236
2014
Q3 		– Sell
-20,842
Closed -$978K – 488
2014
Q2 		$978K Buy
+20,842
New +$968K 0.08% 246

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

LMR Partners's WEC Position: Q2 2026 in Review

LMR Partners reduced its WEC Energy (WEC) stake by 54% in Q2 2026, selling an estimated $496K and leaving 3,701 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

LMR Partners first reported a position in WEC in Q2 2014 and has held it in 18 quarters since. The position peaked at $2.1M in Q2 2020. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • LMR Partners held 3,701 shares of WEC Energy worth $432K as of Q2 2026.
  • LMR Partners sold 4,345 WEC Energy shares in Q2 2026, an estimated $496K.
  • WEC Energy made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1204 holding.
  • LMR Partners first reported a position in WEC Energy in Q2 2014 and has held it in 18 quarters since.
  • LMR Partners's WEC Energy position peaked at $2.1M in Q2 2020.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.