LS Investment Advisors’s WEC Energy WEC Stock Holding History

LS Investment Advisors’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	$350K	Hold	3,000	–	–	0.05%	114
2026 Q1	$347K	Hold	3,000	–	–	0.05%	110
2025 Q4	$316K	Sell	3,000 -1,482	-33%	-$164K	0.04%	117
2025 Q3	$514K	Hold	4,482	–	–	0.07%	108
2025 Q2	$467K	Hold	4,482	–	–	0.07%	108
2025 Q1	$488K	Hold	4,482	–	–	0.08%	104
2024 Q4	$421K	Hold	4,482	–	–	0.06%	113
2024 Q3	$431K	Sell	4,482 -250	-5%	-$22.2K	0.06%	114
2024 Q2	$371K	Hold	4,732	–	–	0.06%	116
2024 Q1	$389K	Hold	4,732	–	–	0.06%	115
2023 Q4	$398K	Hold	4,732	–	–	0.07%	112
2023 Q3	$381K	Hold	4,732	–	–	0.07%	106
2023 Q2	$418K	Hold	4,732	–	–	0.07%	105
2023 Q1	$449K	Hold	4,732	–	–	0.08%	103
2022 Q4	$444K	Hold	4,732	–	–	0.09%	101
2022 Q3	$423K	Hold	4,732	–	–	0.09%	94
2022 Q2	$476K	Hold	4,732	–	–	0.09%	90
2022 Q1	$472K	Hold	4,732	–	–	0.07%	99
2021 Q4	$459K	Hold	4,732	–	–	0.07%	101
2021 Q3	$417K	Hold	4,732	–	–	0.05%	111
2021 Q2	$421K	Sell	4,732 -3,369	-42%	-$317K	0.05%	115
2021 Q1	$758K	Sell	8,101 -797	-9%	-$69.5K	0.04%	274
2020 Q4	$819K	Sell	8,898 -498	-5%	-$48.5K	0.04%	303
2020 Q3	$910K	Sell	9,396 -4,443	-32%	-$414K	0.05%	271
2020 Q2	$1.21M	Sell	13,839 -12,417	-47%	-$1.12M	0.08%	230
2020 Q1	$2.31M	Sell	26,256 -1,835	-7%	-$176K	0.17%	133
2019 Q4	$2.59M	Buy	28,091 +18	+0.1%	+$1.64K	0.14%	153
2019 Q3	$2.67M	Sell	28,073 -805	-3%	-$72.5K	0.16%	134
2019 Q2	$2.41M	Buy	28,878 +191	+0.7%	+$15.3K	0.15%	146
2019 Q1	$2.27M	Sell	28,687 -1,465	-5%	-$109K	0.14%	151
2018 Q4	$2.09M	Sell	30,152 -2,205	-7%	-$155K	0.15%	142
2018 Q3	$2.16M	Sell	32,357 -4,712	-13%	-$314K	0.12%	160
2018 Q2	$2.4M	Buy	37,069 +1,107	+3%	+$68.8K	0.14%	150
2018 Q1	$2.25M	Buy	35,962 +4,715	+15%	+$293K	0.13%	158
2017 Q4	$2.08M	Buy	31,247 +226	+0.7%	+$15.2K	0.12%	164
2017 Q3	$1.95M	Buy	31,021 +15,087	+95%	+$963K	0.12%	169
2017 Q2	$978K	Sell	15,934 -16,525	-51%	-$1.02M	0.06%	276
2017 Q1	$1.97M	Sell	32,459 -1,595	-5%	-$94K	0.13%	167
2016 Q4	$2M	Sell	34,054 -2,000	-6%	-$115K	0.14%	153
2016 Q3	$2.16M	Sell	36,054 -1,418	-4%	-$88.5K	0.16%	126
2016 Q2	$2.45M	Buy	37,472 +12,223	+48%	+$735K	0.17%	123
2016 Q1	$1.52M	Buy	25,249 +8,002	+46%	+$448K	0.11%	189
2015 Q4	$885K	Buy	17,247 +284	+2%	+$14.5K	0.07%	247
2015 Q3	$886K	Sell	16,963 -2,572	-13%	-$125K	0.07%	234
2015 Q2	$878K	Buy	19,535 +5,653	+41%	+$271K	0.07%	241
2015 Q1	$687K	Sell	13,882 -21,166	-60%	-$1.11M	0.05%	281
2014 Q4	$1.85M	Sell	35,048 -2,443	-7%	-$120K	0.15%	150
2014 Q3	$1.61M	Sell	37,491 -1,100	-3%	-$48.8K	0.14%	151
2014 Q2	$1.81M	Sell	38,591 -1,682	-4%	-$78.1K	0.15%	134
2014 Q1	$1.88M	Buy	40,273 +384	+1%	+$16.5K	0.15%	134
2013 Q4	$1.65M	Buy	39,889 +18,704	+88%	+$776K	0.15%	124
2013 Q3	$855K	Buy	21,185 +4,503	+27%	+$187K	0.1%	138
2013 Q2	$684K	Buy	+16,682	New	+$708K	0.09%	139

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LS Investment Advisors's WEC Position: Q2 2026 in Review

LS Investment Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 3,000 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #114.

LS Investment Advisors first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.67M in Q3 2019. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

LS Investment Advisors held 3,000 shares of WEC Energy worth $350K as of Q2 2026.
LS Investment Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.05% of LS Investment Advisors's portfolio in Q2 2026, its #114 holding.
LS Investment Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
LS Investment Advisors's WEC Energy position peaked at $2.67M in Q3 2019.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.