LAM
WEC icon

Longboard Asset Management’s WEC Energy WEC Stock Holding History

Longboard Asset Management’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 		– Sell
-2,177
Closed -$252K – 38
2026
Q1 		$252K Hold
2,177
– – 4.35% 4
2025
Q4 		$230K Hold
2,177
– – 1.46% 27
2025
Q3 		$249K Hold
2,177
– – 0.4% 78
2025
Q2 		$227K Hold
2,177
– – 0.56% 96
2025
Q1 		$237K Hold
2,177
– – 0.7% 48
2024
Q4 		$205K Buy
+2,177
New +$211K 0.54% 131

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Longboard Asset Management's WEC Position: Q2 2026 in Review

Longboard Asset Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,177 shares — an estimated $252K sold.

Longboard Asset Management first reported a position in WEC in Q4 2024 and held it in 6 quarters. The position peaked at $252K in Q1 2026. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Longboard Asset Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Longboard Asset Management sold 2,177 WEC Energy shares in Q2 2026, an estimated $252K.
  • Longboard Asset Management first reported a position in WEC Energy in Q4 2024 and held it in 6 quarters.
  • Longboard Asset Management's WEC Energy position peaked at $252K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Longboard Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.