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Alley Investment Management Company’s WEC Energy WEC Stock Holding History

Alley Investment Management Company’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 		$7.63M Sell
65,316
-3,472
-5% -$396K 0.89% 47
2026
Q1 		$7.96M Buy
68,788
+9,583
+16% +$1.08M 0.97% 46
2025
Q4 		$6.24M Sell
59,205
-314
-0.5% -$34.8K 0.73% 47
2025
Q3 		$6.82M Buy
59,519
+15,926
+37% +$1.73M 0.79% 48
2025
Q2 		$4.54M Buy
43,593
+744
+2% +$79.2K 0.55% 55
2025
Q1 		$4.67M Buy
42,849
+364
+0.9% +$37.2K 0.59% 52
2024
Q4 		$4M Buy
42,485
+1,241
+3% +$120K 0.51% 57
2024
Q3 		$3.97M Buy
41,244
+477
+1% +$42.3K 0.5% 56
2024
Q2 		$3.2M Buy
40,767
+689
+2% +$56K 0.44% 58
2024
Q1 		$3.29M Buy
40,078
+822
+2% +$66.1K 0.45% 57
2023
Q4 		$3.3M Buy
39,256
+30,009
+325% +$2.47M 0.48% 56
2023
Q3 		$745K Sell
9,247
-23
-0.2% -$2K 0.13% 66
2023
Q2 		$818K Hold
9,270
– – 0.13% 67
2023
Q1 		$879K Hold
9,270
– – 0.15% 66
2022
Q4 		$869K Sell
9,270
-15
-0.2% -$1.39K 0.15% 67
2022
Q3 		$830K Sell
9,285
-21
-0.2% -$2.15K 0.17% 64
2022
Q2 		$937K Hold
9,306
– – 0.18% 63
2022
Q1 		$929K Buy
+9,306
New +$879K 0.15% 63

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alley Investment Management Company's WEC Position: Q2 2026 in Review

Alley Investment Management Company reduced its WEC Energy (WEC) stake by 5% in Q2 2026, selling an estimated $396K and leaving 65,316 shares worth $7.63M. The position accounts for 0.89% of the portfolio, ranked #47.

Alley Investment Management Company first reported a position in WEC in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.96M in Q1 2026. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Alley Investment Management Company held 65,316 shares of WEC Energy worth $7.63M as of Q2 2026.
  • Alley Investment Management Company sold 3,472 WEC Energy shares in Q2 2026, an estimated $396K.
  • WEC Energy made up 0.89% of Alley Investment Management Company's portfolio in Q2 2026, its #47 holding.
  • Alley Investment Management Company first reported a position in WEC Energy in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's WEC Energy position peaked at $7.96M in Q1 2026.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.