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LRI Investments’s WEC Energy WEC Stock Holding History

LRI Investments’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 		$39.4K Buy
337
+11
+3% +$1.25K ﹤0.01% 596
2026
Q1 		$37.7K Buy
326
+127
+64% +$14.3K ﹤0.01% 563
2025
Q4 		$21K Buy
199
+132
+197% +$14.6K ﹤0.01% 684
2025
Q3 		$7.68K Hold
67
– – ﹤0.01% 932
2025
Q2 		$6.98K Hold
67
– – ﹤0.01% 928
2025
Q1 		$7.3K Hold
67
– – ﹤0.01% 853
2024
Q4 		$6.3K Hold
67
– – ﹤0.01% 877
2024
Q3 		$6.44K Hold
67
– – ﹤0.01% 878
2024
Q2 		$5.26K Sell
67
-11
-14% -$894 ﹤0.01% 877
2024
Q1 		$6.41K Buy
+78
New +$6.27K ﹤0.01% 582

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

LRI Investments's WEC Position: Q2 2026 in Review

LRI Investments increased its WEC Energy (WEC) stake by 3.4% in Q2 2026, buying an estimated $1.25K and bringing the position to 337 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

LRI Investments first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • LRI Investments held 337 shares of WEC Energy worth $39.4K as of Q2 2026.
  • LRI Investments bought 11 WEC Energy shares in Q2 2026, an estimated $1.25K.
  • WEC Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #596 holding.
  • LRI Investments first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.