Ray Dalio's WEC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 24,998 shares of WEC Energy Group, Inc. (WEC) worth $2.92 M, representing 0.01% of the portfolio. First purchased in 2015-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in WEC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 83,576 shares. Largest reduction occurred in Q1 2023, reducing 102,633 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's WEC Energy Group (WEC) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEC Energy Group (WEC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +24,998 | New Buy | 24,998 | $116.77 |
| Q2 2023 | -30,263 | Sold Out | 0 | $0.00 |
| Q1 2023 | -102,633 | Reduce 77.23% | 30,263 | $94.79 |
| Q4 2022 | +83,576 | Add 169.46% | 132,896 | $93.76 |
| Q3 2022 | -52,723 | Reduce 51.67% | 49,320 | $89.44 |
| Q2 2022 | +31,534 | Add 44.72% | 102,043 | $100.64 |
| Q1 2022 | +53,240 | Add 308.30% | 70,509 | $99.82 |
| Q4 2021 | +17,269 | New Buy | 17,269 | $97.05 |
| Q3 2020 | -5,341 | Sold Out | 0 | $0.00 |
| Q2 2020 | -4,269 | Reduce 44.42% | 5,341 | $87.62 |
| Q1 2020 | +9,610 | New Buy | 9,610 | $88.14 |
| Q1 2019 | -22,310 | Sold Out | 0 | $0.00 |
| Q4 2018 | +7,152 | Add 47.18% | 22,310 | $69.25 |
| Q3 2018 | +9,570 | Add 171.26% | 15,158 | $66.76 |
| Q2 2018 | -3,527 | Reduce 38.69% | 5,588 | $64.60 |
| Q1 2018 | +9,115 | New Buy | 9,115 | $62.75 |
| Q3 2017 | -7,422 | Sold Out | 0 | $0.00 |
| Q2 2017 | +7,422 | New Buy | 7,422 | $61.44 |
| Q3 2015 | -8,254 | Sold Out | 0 | $0.00 |
| Q2 2015 | +8,254 | New Buy | 8,254 | $44.95 |
Ray Dalio's WEC Energy Group Investment FAQs
Ray Dalio first purchased WEC Energy Group, Inc. (WEC) in Q2 2015, acquiring 8,254 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held WEC Energy Group, Inc. (WEC) for 20 quarters since Q2 2015.
Ray Dalio's largest addition to WEC Energy Group, Inc. (WEC) was in Q4 2022, adding 132,896 shares worth $12.46 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 24,998 shares of WEC Energy Group, Inc. (WEC), valued at approximately $2.92 M.
As of the Q2 2026 filing, WEC Energy Group, Inc. (WEC) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in WEC Energy Group, Inc. (WEC) was 132,896 shares, as reported at the end of Q4 2022.