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Abound Wealth Management’s WEC Energy WEC Stock Holding History

Abound Wealth Management’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 		$2.24K Sell
19
-37
-66% -$4.22K ﹤0.01% 732
2026
Q1 		$6.5K Hold
56
– – ﹤0.01% 670
2025
Q4 		$5.92K Buy
56
+2
+4% +$221 ﹤0.01% 626
2025
Q3 		$6.21K Sell
54
-1
-2% -$108 ﹤0.01% 597
2025
Q2 		$5.75K Hold
55
– – ﹤0.01% 545
2025
Q1 		$6.02K Hold
55
– – ﹤0.01% 500
2024
Q4 		$5.19K Sell
55
-1
-2% -$97 ﹤0.01% 519
2024
Q3 		$5.4K Buy
56
+7
+14% +$620 ﹤0.01% 531
2024
Q2 		$3.85K Hold
49
– – ﹤0.01% 547
2024
Q1 		$4.03K Hold
49
– – ﹤0.01% 571
2023
Q4 		$4.13K Sell
49
-5
-9% -$412 ﹤0.01% 552
2023
Q3 		$4.35K Buy
54
+1
+2% +$87 ﹤0.01% 496
2023
Q2 		$4.68K Buy
53
+4
+8% +$370 ﹤0.01% 497
2023
Q1 		$4.65K Hold
49
– – ﹤0.01% 424
2022
Q4 		$4.6K Buy
49
+43
+717% +$3.97K ﹤0.01% 367
2022
Q3 		$541 Buy
+6
New +$613 ﹤0.01% 657

Other funds holding WEC

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

Abound Wealth Management's WEC Position: Q2 2026 in Review

Abound Wealth Management reduced its WEC Energy (WEC) stake by 66% in Q2 2026, selling an estimated $4.22K and leaving 19 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Abound Wealth Management first reported a position in WEC in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.5K in Q1 2026. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Abound Wealth Management held 19 shares of WEC Energy worth $2.24K as of Q2 2026.
  • Abound Wealth Management sold 37 WEC Energy shares in Q2 2026, an estimated $4.22K.
  • WEC Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #732 holding.
  • Abound Wealth Management first reported a position in WEC Energy in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's WEC Energy position peaked at $6.5K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.