Loomis, Sayles & Company
WEC icon

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
Q2 		– Sell
-772
Closed -$89.4K – 779
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 $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

Loomis, Sayles & Company's WEC Position: Q2 2026 in Review

Loomis, Sayles & Company sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 772 shares — an estimated $89.4K sold.

Loomis, Sayles & Company first reported a position in WEC in Q1 2016 and held it in 18 quarters. The position peaked at $89.4K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Loomis, Sayles & Company reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 772 WEC Energy shares in Q2 2026, an estimated $89.4K.
  • Loomis, Sayles & Company first reported a position in WEC Energy in Q1 2016 and held it in 18 quarters.
  • Loomis, Sayles & Company's WEC Energy position peaked at $89.4K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.