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Loudon Investment Management’s WEC Energy WEC Stock Holding History

Loudon Investment 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
Q1 		$600K Hold
5,180
– – 0.32% 67
2025
Q4 		$546K Sell
5,180
-300
-5% -$33.2K 0.29% 67
2025
Q3 		$628K Sell
5,480
-2,230
-29% -$242K 0.33% 64
2025
Q2 		$803K Buy
7,710
+515
+7% +$54.8K 0.44% 56
2025
Q1 		$784K Buy
+7,195
New +$735K 0.45% 57

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

Loudon Investment Management's WEC Position: Q1 2026 in Review

Loudon Investment Management held its WEC Energy (WEC) position steady in Q1 2026 at 5,180 shares worth $600K. The position accounts for 0.32% of the portfolio, ranked #67.

Loudon Investment Management first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $803K in Q2 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Loudon Investment Management held 5,180 shares of WEC Energy worth $600K as of Q1 2026.
  • Loudon Investment Management left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.32% of Loudon Investment Management's portfolio in Q1 2026, its #67 holding.
  • Loudon Investment Management first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • Loudon Investment Management's WEC Energy position peaked at $803K in Q2 2025.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.