Loomis, Sayles & Company
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Loomis, Sayles & Company’s WEC Energy WEC Stock Holding History

Loomis, Sayles & Company’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 		$89.4K Buy
772
+2
+0.3% +$225 ﹤0.01% 595
2025
Q4 		$81.2K Buy
770
+112
+17% +$12.4K ﹤0.01% 586
2025
Q3 		$75.4K Sell
658
-168
-20% -$18.2K ﹤0.01% 580
2025
Q2 		$86.1K Buy
+826
New +$87.9K ﹤0.01% 579
2024
Q4 		– Sell
-826
Closed -$79K – 786
2024
Q3 		$79K Buy
826
+67
+9% +$5.94K ﹤0.01% 580
2024
Q2 		$60K Buy
759
+250
+49% +$20.3K ﹤0.01% 610
2024
Q1 		$42K Sell
509
-125
-20% -$10.1K ﹤0.01% 634
2023
Q4 		$53K Buy
634
+490
+340% +$40.4K ﹤0.01% 601
2023
Q3 		$12K Sell
144
-32
-18% -$2.78K ﹤0.01% 747
2023
Q2 		$16K Sell
176
-350
-67% -$32.3K ﹤0.01% 703
2023
Q1 		$50K Buy
526
+190
+57% +$17.6K ﹤0.01% 623
2022
Q4 		$32K Buy
336
+320
+2,000% +$29.6K ﹤0.01% 686
2022
Q3 		$1K Sell
16
-2
-11% -$204 ﹤0.01% 934
2022
Q2 		$2K Sell
18
-12
-40% -$1.22K ﹤0.01% 898
2022
Q1 		$3K Buy
+30
New +$2.83K ﹤0.01% 909
2020
Q3 		– Sell
-131
Closed -$11K – 734
2020
Q2 		$11K Sell
131
-8
-6% -$722 ﹤0.01% 651
2020
Q1 		$12K Buy
+139
New +$13.4K ﹤0.01% 668
2016
Q2 		– Sell
-200
Closed -$12K – 1136
2016
Q1 		$12K Buy
+200
New +$11.2K ﹤0.01% 797

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

Loomis, Sayles & Company's WEC Position: Q1 2026 in Review

Loomis, Sayles & Company increased its WEC Energy (WEC) stake by 0.26% in Q1 2026, buying an estimated $225 and bringing the position to 772 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Loomis, Sayles & Company first reported a position in WEC in Q1 2016 and has held it in 18 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Loomis, Sayles & Company held 772 shares of WEC Energy worth $89.4K as of Q1 2026.
  • Loomis, Sayles & Company bought 2 WEC Energy shares in Q1 2026, an estimated $225.
  • WEC Energy made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #595 holding.
  • Loomis, Sayles & Company first reported a position in WEC Energy in Q1 2016 and has held it in 18 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.