SL
WEC icon

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
Q2 		$30.8K Hold
265
– – ﹤0.01% 833
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
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

Salomon & Ludwin's WEC Position: Q2 2026 in Review

Salomon & Ludwin held its WEC Energy (WEC) position steady in Q2 2026 at 265 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Salomon & Ludwin first reported a position in WEC in Q3 2023 and has held it in 9 quarters since. The position peaked at $31.2K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Salomon & Ludwin held 265 shares of WEC Energy worth $30.8K as of Q2 2026.
  • Salomon & Ludwin left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #833 holding.
  • Salomon & Ludwin first reported a position in WEC Energy in Q3 2023 and has held it in 9 quarters since.
  • Salomon & Ludwin's WEC Energy position peaked at $31.2K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.