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New York Life Investment Management’s WEC Energy WEC Stock Holding History

New York Life 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
Q2 		$5.31M Buy
45,447
+338
+0.7% +$38.6K 0.04% 339
2026
Q1 		$5.22M Buy
45,109
+608
+1% +$68.3K 0.04% 320
2025
Q4 		$4.69M Buy
44,501
+885
+2% +$98K 0.04% 332
2025
Q3 		$5M Buy
43,616
+288
+0.7% +$31.2K 0.04% 335
2025
Q2 		$4.51M Buy
43,328
+913
+2% +$97.1K 0.04% 347
2025
Q1 		$4.62M Buy
42,415
+74
+0.2% +$7.56K 0.05% 334
2024
Q4 		$3.98M Buy
42,341
+362
+0.9% +$35.1K 0.04% 384
2024
Q3 		$4.04M Sell
41,979
-1,355
-3% -$120K 0.04% 405
2024
Q2 		$3.4M Buy
43,334
+294
+0.7% +$23.9K 0.03% 427
2024
Q1 		$3.53M Sell
43,040
-1,649
-4% -$133K 0.04% 415
2023
Q4 		$3.76M Sell
44,689
-338
-0.8% -$27.8K 0.04% 385
2023
Q3 		$3.63M Buy
45,027
+284
+0.6% +$24.7K 0.04% 365
2023
Q2 		$3.95M Sell
44,743
-447
-1% -$41.3K 0.04% 363
2023
Q1 		$4.28M Buy
45,190
+109
+0.2% +$10.1K 0.05% 348
2022
Q4 		$4.23M Buy
45,081
+45
+0.1% +$4.16K 0.05% 355
2022
Q3 		$4.03M Buy
45,036
+952
+2% +$97.2K 0.05% 357
2022
Q2 		$4.44M Buy
+44,084
New +$4.47M 0.05% 333

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

New York Life Investment Management's WEC Position: Q2 2026 in Review

New York Life Investment Management increased its WEC Energy (WEC) stake by 0.75% in Q2 2026, buying an estimated $38.6K and bringing the position to 45,447 shares worth $5.31M. The position accounts for 0.04% of the portfolio, ranked #339.

New York Life Investment Management first reported a position in WEC in Q2 2022 and has held it in 17 quarters since. 1,128 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • New York Life Investment Management held 45,447 shares of WEC Energy worth $5.31M as of Q2 2026.
  • New York Life Investment Management bought 338 WEC Energy shares in Q2 2026, an estimated $38.6K.
  • WEC Energy made up 0.04% of New York Life Investment Management's portfolio in Q2 2026, its #339 holding.
  • New York Life Investment Management first reported a position in WEC Energy in Q2 2022 and has held it in 17 quarters since.
  • 1,128 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.