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 Q3	$12.4K	Sell	123 -142	-54%	-$15.5K	﹤0.01%	1230
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Salomon & Ludwin's WEC Position: Q3 2026 in Review

Salomon & Ludwin reduced its WEC Energy (WEC) stake by 54% in Q3 2026, selling an estimated $15.5K and leaving 123 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Salomon & Ludwin first reported a position in WEC in Q3 2023 and has held it in 10 quarters since. The position peaked at $31.2K in Q1 2026. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Salomon & Ludwin held 123 shares of WEC Energy worth $12.4K as of Q3 2026.
Salomon & Ludwin sold 142 WEC Energy shares in Q3 2026, an estimated $15.5K.
WEC Energy made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1230 holding.
Salomon & Ludwin first reported a position in WEC Energy in Q3 2023 and has held it in 10 quarters since.
Salomon & Ludwin's WEC Energy position peaked at $31.2K in Q1 2026.
795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.