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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
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 		$336 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 		$1.47K 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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMR Partners's WEC Position: Q1 2026 in Review

LMR Partners increased its WEC Energy (WEC) stake by 57% in Q1 2026, buying an estimated $329K and bringing the position to 8,046 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

LMR Partners first reported a position in WEC in Q2 2014 and has held it in 17 quarters since. The position peaked at $2.1M in Q2 2020. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • LMR Partners held 8,046 shares of WEC Energy worth $931K as of Q1 2026.
  • LMR Partners bought 2,928 WEC Energy shares in Q1 2026, an estimated $329K.
  • WEC Energy made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #993 holding.
  • LMR Partners first reported a position in WEC Energy in Q2 2014 and has held it in 17 quarters since.
  • LMR Partners's WEC Energy position peaked at $2.1M in Q2 2020.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.