1620 Investment Advisors’s WEC Energy WEC Stock Holding History

1620 Investment Advisors’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	$6.89K	Hold	59	–	–	﹤0.01%	532
2026 Q1	$6.83K	Hold	59	–	–	﹤0.01%	505
2025 Q4	$6.22K	Hold	59	–	–	﹤0.01%	502
2025 Q3	$6.76K	Hold	59	–	–	﹤0.01%	491
2025 Q2	$6.15K	Hold	59	–	–	﹤0.01%	509
2025 Q1	$6.43K	Hold	59	–	–	﹤0.01%	491
2024 Q4	$5.55K	Sell	59 -8	-12%	-$776	﹤0.01%	519
2024 Q3	$6.44K	Hold	67	–	–	﹤0.01%	503
2024 Q2	$5.26K	Buy	+67	New	+$5.44K	﹤0.01%	504

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

1620 Investment Advisors's WEC Position: Q2 2026 in Review

1620 Investment Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 59 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

1620 Investment Advisors first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

1620 Investment Advisors held 59 shares of WEC Energy worth $6.89K as of Q2 2026.
1620 Investment Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #532 holding.
1620 Investment Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.