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LVW Advisors’s WEC Energy WEC Stock Holding History

LVW 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 		$1.69M Sell
14,446
-155
-1% -$17.7K 0.15% 85
2026
Q1 		$1.69M Sell
14,601
-1,990
-12% -$224K 0.16% 73
2025
Q4 		$1.75M Sell
16,591
-850
-5% -$94.1K 0.18% 72
2025
Q3 		$2M Buy
17,441
+179
+1% +$19.4K 0.2% 66
2025
Q2 		$1.8M Buy
17,262
+518
+3% +$55.1K 0.2% 71
2025
Q1 		$1.82M Sell
16,744
-163
-1% -$16.6K 0.22% 64
2024
Q4 		$1.59M Buy
16,907
+825
+5% +$80K 0.19% 76
2024
Q3 		$1.55M Sell
16,082
-121
-0.7% -$10.7K 0.2% 79
2024
Q2 		$1.27M Sell
16,203
-4,872
-23% -$396K 0.19% 82
2024
Q1 		$1.73M Sell
21,075
-2,809
-12% -$226K 0.29% 60
2023
Q4 		$2.01M Sell
23,884
-6,930
-22% -$571K 0.38% 48
2023
Q3 		$2.48M Sell
30,814
-11,139
-27% -$968K 0.51% 42
2023
Q2 		$3.7M Sell
41,953
-1,892
-4% -$175K 0.71% 37
2023
Q1 		$4.16M Buy
43,845
+1,066
+2% +$98.7K 0.81% 29
2022
Q4 		$4.01M Buy
42,779
+1,193
+3% +$110K 0.82% 31
2022
Q3 		$3.72M Buy
41,586
+498
+1% +$50.9K 0.83% 31
2022
Q2 		$4.13M Sell
41,088
-678
-2% -$68.7K 0.84% 31
2022
Q1 		$4.17M Buy
41,766
+659
+2% +$62.2K 0.71% 39
2021
Q4 		$3.99M Sell
41,107
-2,221
-5% -$203K 0.68% 36
2021
Q3 		$3.82M Buy
43,328
+1,269
+3% +$119K 0.66% 41
2021
Q2 		$3.74M Buy
42,059
+402
+1% +$37.9K 0.66% 41
2021
Q1 		$3.9M Buy
41,657
+2,903
+7% +$253K 0.75% 38
2020
Q4 		$3.57M Buy
38,754
+672
+2% +$65.4K 0.72% 38
2020
Q3 		$3.69M Sell
38,082
-261
-0.7% -$24.3K 0.81% 33
2020
Q2 		$3.36M Buy
38,343
+2,635
+7% +$238K 0.81% 36
2020
Q1 		$3.15M Buy
35,708
+1,832
+5% +$176K 0.84% 36
2019
Q4 		$3.12M Buy
33,876
+16
+0% +$1.46K 0.71% 43
2019
Q3 		$3.22M Sell
33,860
-4,250
-11% -$383K 0.8% 35
2019
Q2 		$3.18M Sell
38,110
-1,100
-3% -$88.2K 0.88% 32
2019
Q1 		$3.1M Sell
39,210
-1,979
-5% -$147K 0.83% 36
2018
Q4 		$2.85M Sell
41,189
-101
-0.2% -$7.09K 0.96% 32
2018
Q3 		$2.76M Buy
41,290
+676
+2% +$45.1K 0.77% 35
2018
Q2 		$2.63M Buy
40,614
+1,763
+5% +$110K 0.83% 31
2018
Q1 		$2.44M Sell
38,851
-2,192
-5% -$136K 0.76% 32
2017
Q4 		$2.73M Buy
41,043
+1,163
+3% +$78K 0.8% 34
2017
Q3 		$2.5M Sell
39,880
-1,834
-4% -$117K 0.99% 26
2017
Q2 		$2.56M Sell
41,714
-127
-0.3% -$7.84K 0.9% 28
2017
Q1 		$2.54M Buy
41,841
+848
+2% +$50K 0.91% 32
2016
Q4 		$2.4M Buy
40,993
+104
+0.3% +$5.97K 0.84% 33
2016
Q3 		$2.45M Sell
40,889
-2,140
-5% -$134K 0.8% 32
2016
Q2 		$2.81M Sell
43,029
-10
-0% -$601 1.06% 21
2016
Q1 		$2.58M Buy
43,039
+78
+0.2% +$4.37K 0.83% 30
2015
Q4 		$2.2M Sell
42,961
-812
-2% -$41.4K 0.86% 32
2015
Q3 		$2.29M Sell
43,773
-414
-0.9% -$20.1K 1.05% 26
2015
Q2 		$1.99M Buy
44,187
+1,562
+4% +$75K 0.85% 34
2015
Q1 		$2.11M Buy
42,625
+121
+0.3% +$6.33K 1% 30
2014
Q4 		$2.24M Buy
+42,504
New +$2.09M 1.24% 27

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

LVW Advisors's WEC Position: Q2 2026 in Review

LVW Advisors reduced its WEC Energy (WEC) stake by 1.1% in Q2 2026, selling an estimated $17.7K and leaving 14,446 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #85.

LVW Advisors first reported a position in WEC in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.17M in Q1 2022. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • LVW Advisors held 14,446 shares of WEC Energy worth $1.69M as of Q2 2026.
  • LVW Advisors sold 155 WEC Energy shares in Q2 2026, an estimated $17.7K.
  • WEC Energy made up 0.15% of LVW Advisors's portfolio in Q2 2026, its #85 holding.
  • LVW Advisors first reported a position in WEC Energy in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's WEC Energy position peaked at $4.17M in Q1 2022.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.