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Rothschild Investment LLC’s WEC Energy WEC Stock Holding History

Rothschild Investment LLC’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 		$3.09M Sell
26,427
-69
-0.3% -$7.87K 0.12% 175
2026
Q1 		$3.07M Buy
26,496
+1,830
+7% +$206K 0.16% 124
2025
Q4 		$2.6M Sell
24,666
-1,544
-6% -$171K 0.14% 132
2025
Q3 		$3M Sell
26,210
-719
-3% -$77.9K 0.17% 121
2025
Q2 		$2.81M Sell
26,929
-2
-0% -$213 0.18% 121
2025
Q1 		$2.93M Sell
26,931
-132
-0.5% -$13.5K 0.2% 113
2024
Q4 		$2.55M Buy
27,063
+29
+0.1% +$2.81K 0.17% 121
2024
Q3 		$2.6M Sell
27,034
-532
-2% -$47.1K 0.17% 121
2024
Q2 		$2.16M Buy
27,566
+242
+0.9% +$19.7K 0.15% 130
2024
Q1 		$2.24M Buy
27,324
+216
+0.8% +$17.4K 0.16% 122
2023
Q4 		$2.28M Sell
27,108
-3,155
-10% -$260K 0.19% 112
2023
Q3 		$2.44M Buy
30,263
+342
+1% +$29.7K 0.21% 116
2023
Q2 		$2.64M Buy
29,921
+365
+1% +$33.7K 0.22% 110
2023
Q1 		$2.8M Sell
29,556
-35
-0.1% -$3.24K 0.25% 100
2022
Q4 		$2.77M Sell
29,591
-368
-1% -$34K 0.25% 98
2022
Q3 		$2.68M Sell
29,959
-120
-0.4% -$12.3K 0.27% 98
2022
Q2 		$3.03M Sell
30,079
-69
-0.2% -$7K 0.28% 93
2022
Q1 		$3.01M Sell
30,148
-337
-1% -$31.8K 0.24% 107
2021
Q4 		$2.96M Buy
30,485
+70
+0.2% +$6.4K 0.23% 104
2021
Q3 		$2.68M Sell
30,415
-108
-0.4% -$10.1K 0.23% 109
2021
Q2 		$2.71M Sell
30,523
-121
-0.4% -$11.4K 0.22% 109
2021
Q1 		$2.87M Buy
30,644
+3,957
+15% +$345K 0.25% 101
2020
Q4 		$2.46M Sell
26,687
-40
-0.1% -$3.89K 0.24% 104
2020
Q3 		$2.59M Buy
26,727
+1,912
+8% +$178K 0.28% 88
2020
Q2 		$2.17M Buy
24,815
+125
+0.5% +$11.3K 0.26% 97
2020
Q1 		$2.18M Buy
24,690
+221
+0.9% +$21.3K 0.28% 93
2019
Q4 		$2.26M Buy
24,469
+243
+1% +$22.2K 0.22% 116
2019
Q3 		$2.3M Hold
24,226
– – 0.27% 108
2019
Q2 		$2.02M Sell
24,226
-338
-1% -$27.1K 0.24% 111
2019
Q1 		$1.94M Sell
24,564
-319
-1% -$23.7K 0.23% 116
2018
Q4 		$1.72M Hold
24,883
– – 0.23% 115
2018
Q3 		$1.66M Hold
24,883
– – 0.2% 122
2018
Q2 		$1.61M Sell
24,883
-930
-4% -$57.8K 0.2% 122
2018
Q1 		$1.62M Hold
25,813
– – 0.21% 120
2017
Q4 		$1.72M Sell
25,813
-186
-0.7% -$12.5K 0.19% 130
2017
Q3 		$1.63M Sell
25,999
-261
-1% -$16.7K 0.18% 134
2017
Q2 		$1.61M Sell
26,260
-48
-0.2% -$2.96K 0.18% 139
2017
Q1 		$1.59M Sell
26,308
-471
-2% -$27.8K 0.19% 134
2016
Q4 		$1.57M Sell
26,779
-1,230
-4% -$70.6K 0.19% 133
2016
Q3 		$1.68M Buy
28,009
+547
+2% +$34.1K 0.21% 125
2016
Q2 		$1.79M Sell
27,462
-167
-0.6% -$10K 0.23% 114
2016
Q1 		$1.66M Sell
27,629
-118
-0.4% -$6.61K 0.21% 117
2015
Q4 		$1.42M Buy
27,747
+6
+0% +$306 0.18% 131
2015
Q3 		$1.45M Buy
27,741
+162
+0.6% +$7.88K 0.19% 126
2015
Q2 		$1.24M Buy
+27,579
New +$1.32M 0.14% 168

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 $3.37T AUM 44.26% 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

Rothschild Investment LLC's WEC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its WEC Energy (WEC) stake by 0.26% in Q2 2026, selling an estimated $7.87K and leaving 26,427 shares worth $3.09M. The position accounts for 0.12% of the portfolio, ranked #175.

Rothschild Investment LLC first reported a position in WEC in Q2 2015 and has held it in 45 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Rothschild Investment LLC held 26,427 shares of WEC Energy worth $3.09M as of Q2 2026.
  • Rothschild Investment LLC sold 69 WEC Energy shares in Q2 2026, an estimated $7.87K.
  • WEC Energy made up 0.12% of Rothschild Investment LLC's portfolio in Q2 2026, its #175 holding.
  • Rothschild Investment LLC first reported a position in WEC Energy in Q2 2015 and has held it in 45 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.