Salomon & Ludwin’s WEC Energy WEC Stock Holding History

Salomon & Ludwin’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 Q1	$31.2K	Hold	265	–	–	﹤0.01%	756
2025 Q4	$27.9K	Hold	265	–	–	﹤0.01%	648
2025 Q3	$30K	Buy	+265	New	+$28.7K	﹤0.01%	583
2024 Q4	–	Sell	-18	Closed	-$1.73K	–	748
2024 Q3	$1.73K	Hold	18	–	–	﹤0.01%	627
2024 Q2	$1.41K	Sell	18 -125	-87%	-$10.2K	﹤0.01%	632
2024 Q1	$11.7K	Buy	143 +125	+694%	+$10.1K	﹤0.01%	540
2023 Q4	$1.45K	Hold	18	–	–	﹤0.01%	674
2023 Q3	$1.45K	Buy	+18	New	+$1.56K	﹤0.01%	672

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Salomon & Ludwin's WEC Position: Q1 2026 in Review

Salomon & Ludwin held its WEC Energy (WEC) position steady in Q1 2026 at 265 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Salomon & Ludwin first reported a position in WEC in Q3 2023 and has held it in 8 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Salomon & Ludwin held 265 shares of WEC Energy worth $31.2K as of Q1 2026.
Salomon & Ludwin left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #756 holding.
Salomon & Ludwin first reported a position in WEC Energy in Q3 2023 and has held it in 8 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.