Rakuten Investment Management
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Rakuten Investment Management’s WEC Energy WEC Stock Holding History

Rakuten 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 		$6.31M Buy
53,274
+4,981
+10% +$568K 0.02% 251
2026
Q1 		$5.57M Buy
48,293
+5,646
+13% +$634K 0.01% 243
2025
Q4 		$4.51M Sell
42,647
-455,024
-91% -$50.4M 0.02% 293
2025
Q3 		$21.5M Buy
+497,671
New +$53.9M 0.08% 75
2025
Q1 		$3.12M Buy
+29,000
New +$2.96M 0.01% 285
2024
Q3 		$1.71M Buy
17,906
+4,463
+33% +$396K 0.01% 260
2024
Q2 		$1.05M Buy
13,443
+4,961
+58% +$403K 0.01% 279
2024
Q1 		$697K Buy
8,482
+7,702
+987% +$619K 0.01% 270
2023
Q4 		$65.6K Buy
+780
New +$64.2K ﹤0.01% 253

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rakuten Investment Management's WEC Position: Q2 2026 in Review

Rakuten Investment Management increased its WEC Energy (WEC) stake by 10% in Q2 2026, buying an estimated $568K and bringing the position to 53,274 shares worth $6.31M. The position accounts for 0.02% of the portfolio, ranked #251.

Rakuten Investment Management first reported a position in WEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $21.5M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Rakuten Investment Management held 53,274 shares of WEC Energy worth $6.31M as of Q2 2026.
  • Rakuten Investment Management bought 4,981 WEC Energy shares in Q2 2026, an estimated $568K.
  • WEC Energy made up 0.02% of Rakuten Investment Management's portfolio in Q2 2026, its #251 holding.
  • Rakuten Investment Management first reported a position in WEC Energy in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's WEC Energy position peaked at $21.5M in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.