LVZ Inc’s WEC Energy WEC Stock Holding History

LVZ Inc’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	$229K	Buy	1,958 +3	+0.2%	+$342	0.02%	158
2026 Q1	$226K	Buy	+1,955	New	+$220K	0.03%	139
2025 Q4	–	Sell	-3,848	Closed	-$441K	–	175
2025 Q3	$441K	Hold	3,848	–	–	0.05%	101
2025 Q2	$401K	Hold	3,848	–	–	0.05%	100
2025 Q1	$419K	Sell	3,848 -1,880	-33%	-$192K	0.06%	90
2024 Q4	$539K	Hold	5,728	–	–	0.07%	74
2024 Q3	$551K	Hold	5,728	–	–	0.07%	67
2024 Q2	$449K	Sell	5,728 -50	-0.9%	-$4.06K	0.06%	75
2024 Q1	$474K	Hold	5,778	–	–	0.06%	73
2023 Q4	$486K	Buy	5,778 +300	+5%	+$24.7K	0.07%	71
2023 Q3	$441K	Buy	+5,478	New	+$476K	0.07%	59
2023 Q2	–	Sell	-5,728	Closed	-$543K	–	164
2023 Q1	$543K	Buy	5,728 +300	+6%	+$27.8K	0.08%	71
2022 Q4	$509K	Hold	5,428	–	–	0.08%	66
2022 Q3	$485K	Hold	5,428	–	–	0.08%	59
2022 Q2	$546K	Hold	5,428	–	–	0.09%	50
2022 Q1	$542K	Hold	5,428	–	–	0.08%	59
2021 Q4	$527K	Hold	5,428	–	–	0.07%	58
2021 Q3	$479K	Hold	5,428	–	–	0.07%	56
2021 Q2	$483K	Hold	5,428	–	–	0.07%	57
2021 Q1	$508K	Hold	5,428	–	–	0.08%	57
2020 Q4	$500K	Hold	5,428	–	–	0.08%	56
2020 Q3	$526K	Hold	5,428	–	–	0.11%	45
2020 Q2	$476K	Hold	5,428	–	–	0.11%	52
2020 Q1	$478K	Hold	5,428	–	–	0.12%	43
2019 Q4	$501K	Hold	5,428	–	–	0.1%	55
2019 Q3	$516K	Hold	5,428	–	–	0.11%	52
2019 Q2	$453K	Hold	5,428	–	–	0.1%	53
2019 Q1	$429K	Hold	5,428	–	–	0.1%	48
2018 Q4	$376K	Hold	5,428	–	–	0.11%	49
2018 Q3	$375K	Hold	5,428	–	–	0.09%	54
2018 Q2	$351K	Hold	5,428	–	–	0.09%	54
2018 Q1	$340K	Hold	5,428	–	–	0.09%	47
2017 Q4	$361K	Buy	5,428 +548	+11%	+$36.8K	0.11%	45
2017 Q3	$306K	Hold	4,880	–	–	0.1%	49
2017 Q2	$300K	Hold	4,880	–	–	2.69%	18
2017 Q1	$296K	Hold	4,880	–	–	2.79%	18
2016 Q4	$286K	Hold	4,880	–	–	2.74%	20
2016 Q3	$292K	Hold	4,880	–	–	2.84%	19
2016 Q2	$319K	Hold	4,880	–	–	3.48%	7
2016 Q1	$293K	Hold	4,880	–	–	0.14%	38
2015 Q4	$250K	Hold	4,880	–	–	3.42%	16
2015 Q3	$255K	Hold	4,880	–	–	0.16%	37
2015 Q2	$232K	Hold	4,880	–	–	0.13%	35
2015 Q1	$242K	Hold	4,880	–	–	0.14%	32
2014 Q4	$257K	Hold	4,880	–	–	0.19%	22
2014 Q3	$210K	Hold	4,880	–	–	0.16%	23
2014 Q2	$229K	Hold	4,880	–	–	0.17%	23
2014 Q1	$227K	Hold	4,880	–	–	0.18%	21
2013 Q4	$202K	Buy	+4,880	New	+$202K	0.17%	22

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVZ Inc's WEC Position: Q2 2026 in Review

LVZ Inc increased its WEC Energy (WEC) stake by 0.15% in Q2 2026, buying an estimated $342 and bringing the position to 1,958 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #158.

LVZ Inc first reported a position in WEC in Q4 2013 and has held it in 49 quarters since. The position peaked at $551K in Q3 2024. 485 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

LVZ Inc held 1,958 shares of WEC Energy worth $229K as of Q2 2026.
LVZ Inc bought 3 WEC Energy shares in Q2 2026, an estimated $342.
WEC Energy made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #158 holding.
LVZ Inc first reported a position in WEC Energy in Q4 2013 and has held it in 49 quarters since.
LVZ Inc's WEC Energy position peaked at $551K in Q3 2024.
485 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.