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Activest Wealth Management’s WEC Energy WEC Stock Holding History

Activest 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 		$1.64K Sell
14
-74
-84% -$8.44K ﹤0.01% 884
2026
Q1 		$10.2K Sell
88
-97
-52% -$10.9K ﹤0.01% 677
2025
Q4 		$19.5K Buy
185
+97
+110% +$10.7K ﹤0.01% 525
2025
Q3 		$10.1K Buy
88
+5
+6% +$542 ﹤0.01% 507
2025
Q2 		$8.65K Sell
83
-1
-1% -$106 ﹤0.01% 459
2025
Q1 		$9.15K Buy
84
+79
+1,580% +$8.07K ﹤0.01% 417
2024
Q4 		$470 Buy
+5
New +$485 ﹤0.01% 536
2023
Q1 		– Sell
-14
Closed -$1.31K – 569
2022
Q4 		$1.31K Hold
14
– – ﹤0.01% 417
2022
Q3 		$1K Buy
+14
New +$1.43K ﹤0.01% 425

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

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

Activest Wealth Management reduced its WEC Energy (WEC) stake by 84% in Q2 2026, selling an estimated $8.44K and leaving 14 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Activest Wealth Management first reported a position in WEC in Q3 2022 and has held it in 9 quarters since. The position peaked at $19.5K in Q4 2025. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Activest Wealth Management held 14 shares of WEC Energy worth $1.64K as of Q2 2026.
  • Activest Wealth Management sold 74 WEC Energy shares in Q2 2026, an estimated $8.44K.
  • WEC Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Activest Wealth Management first reported a position in WEC Energy in Q3 2022 and has held it in 9 quarters since.
  • Activest Wealth Management's WEC Energy position peaked at $19.5K in Q4 2025.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.