Ray Dalio’s WEC Energy WEC Stock Holding History

Ray Dalio’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	$2.92M	Buy	+24,998	New	+$2.85M	0.01%	603
2023 Q2	–	Sell	-30,263	Closed	-$2.87M	–	775
2023 Q1	$2.87M	Sell	30,263 -102,633	-77%	-$9.5M	0.02%	405
2022 Q4	$12.5M	Buy	132,896 +83,576	+169%	+$7.72M	0.07%	215
2022 Q3	$4.41M	Sell	49,320 -52,723	-52%	-$5.39M	0.02%	409
2022 Q2	$10.3M	Buy	102,043 +31,534	+45%	+$3.2M	0.04%	322
2022 Q1	$7.04M	Buy	70,509 +53,240	+308%	+$5.03M	0.03%	377
2021 Q4	$1.68M	Buy	+17,269	New	+$1.58M	0.01%	485
2020 Q3	–	Sell	-5,341	Closed	-$468K	–	506
2020 Q2	$468K	Sell	5,341 -4,269	-44%	-$385K	0.01%	271
2020 Q1	$847K	Buy	+9,610	New	+$924K	0.02%	220
2019 Q1	–	Sell	-22,310	Closed	-$1.54M	–	510
2018 Q4	$1.54M	Buy	22,310 +7,152	+47%	+$502K	0.01%	280
2018 Q3	$1.01M	Buy	15,158 +9,570	+171%	+$638K	0.01%	222
2018 Q2	$361K	Sell	5,588 -3,527	-39%	-$219K	﹤0.01%	386
2018 Q1	$572K	Buy	+9,115	New	+$566K	0.01%	369
2017 Q3	–	Sell	-7,422	Closed	-$456K	–	400
2017 Q2	$456K	Buy	+7,422	New	+$458K	﹤0.01%	265
2015 Q3	–	Sell	-8,254	Closed	-$371K	–	497
2015 Q2	$371K	Buy	+8,254	New	+$396K	﹤0.01%	287
2013 Q3	–	Sell	-5,200	Closed	-$213K	–	404
2013 Q2	$213K	Buy	+5,200	New	+$221K	﹤0.01%	317

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 $3.38T AUM 44.17% 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

Ray Dalio's WEC Position: Q2 2026 in Review

Ray Dalio opened a new position in WEC Energy (WEC) in Q2 2026: 24,998 shares worth $2.92M. The stake represents 0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Ray Dalio previously reported a position in WEC as recently as Q1 2023.

Ray Dalio first reported a position in WEC in Q2 2013 and has held it in 16 quarters since. The position peaked at $12.5M in Q4 2022. 1,413 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Ray Dalio held 24,998 shares of WEC Energy worth $2.92M as of Q2 2026.
WEC Energy was a new Ray Dalio position in Q2 2026.
WEC Energy made up 0.01% of Ray Dalio's portfolio in Q2 2026, its #603 holding.
Ray Dalio first reported a position in WEC Energy in Q2 2013 and has held it in 16 quarters since.
Ray Dalio's WEC Energy position peaked at $12.5M in Q4 2022.
1,413 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.