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Annex Advisory Services’s WEC Energy WEC Stock Holding History

Annex Advisory Services’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 		$14.2M Buy
121,431
+9,591
+9% +$1.09M 0.24% 72
2026
Q1 		$12.9M Sell
111,840
-2,296
-2% -$258K 0.24% 75
2025
Q4 		$12M Buy
114,136
+7,638
+7% +$846K 0.23% 79
2025
Q3 		$12.2M Sell
106,498
-4,032
-4% -$437K 0.26% 69
2025
Q2 		$11.5M Buy
110,530
+153
+0.1% +$16.3K 0.28% 67
2025
Q1 		$12M Sell
110,377
-267
-0.2% -$27.3K 0.34% 63
2024
Q4 		$10.4M Buy
110,644
+6,785
+7% +$658K 0.31% 64
2024
Q3 		$9.99M Buy
103,859
+6,739
+7% +$597K 0.32% 62
2024
Q2 		$7.62M Sell
97,120
-40,362
-29% -$3.28M 0.27% 63
2024
Q1 		$11.3M Sell
137,482
-89,078
-39% -$7.16M 0.4% 49
2023
Q4 		$19.1M Buy
226,560
+21,071
+10% +$1.74M 0.8% 29
2023
Q3 		$16.6M Buy
205,489
+24,892
+14% +$2.16M 1% 25
2023
Q2 		$15.9M Sell
180,597
-4,110
-2% -$380K 0.88% 24
2023
Q1 		$17.5M Sell
184,707
-8,413
-4% -$779K 0.94% 16
2022
Q4 		$18.1M Buy
193,120
+1,615
+0.8% +$149K 1.02% 14
2022
Q3 		$17.1M Sell
191,505
-3,031
-2% -$310K 1.15% 16
2022
Q2 		$19.6M Buy
194,536
+1,790
+0.9% +$181K 1.41% 14
2022
Q1 		$19.2M Sell
192,746
-23,827
-11% -$2.25M 1.41% 12
2021
Q4 		$21M Buy
216,573
+17,271
+9% +$1.58M 1.44% 13
2021
Q3 		$17.6M Buy
199,302
+20,106
+11% +$1.89M 1.44% 11
2021
Q2 		$15.9M Sell
179,196
-25,774
-13% -$2.43M 1.29% 11
2021
Q1 		$19.2M Buy
204,970
+34,899
+21% +$3.04M 1.85% 10
2020
Q4 		$15.7M Buy
170,071
+69,841
+70% +$6.8M 1.53% 11
2020
Q3 		$9.71M Buy
100,230
+731
+0.7% +$68.1K 1.24% 13
2020
Q2 		$8.72M Buy
99,499
+36,015
+57% +$3.25M 1.22% 14
2020
Q1 		$5.59M Buy
63,484
+6,049
+11% +$582K 0.79% 16
2019
Q4 		$5.3M Buy
57,435
+193
+0.3% +$17.6K 0.64% 18
2019
Q3 		$5.44M Buy
57,242
+432
+0.8% +$38.9K 0.73% 17
2019
Q2 		$4.74M Buy
56,810
+5,458
+11% +$438K 0.67% 17
2019
Q1 		$4.06M Sell
51,352
-598
-1% -$44.4K 0.61% 18
2018
Q4 		$3.6M Sell
51,950
-842
-2% -$59.1K 0.57% 23
2018
Q3 		$3.52M Buy
52,792
+2,495
+5% +$166K 0.54% 20
2018
Q2 		$3.25M Sell
50,297
-945
-2% -$58.7K 0.55% 19
2018
Q1 		$3.21M Buy
51,242
+7,196
+16% +$446K 0.58% 17
2017
Q4 		$2.93M Buy
44,046
+448
+1% +$30.1K 0.55% 16
2017
Q3 		$2.74M Sell
43,598
-102
-0.2% -$6.51K 0.56% 16
2017
Q2 		$2.68M Buy
43,700
+555
+1% +$34.3K 0.6% 15
2017
Q1 		$2.62M Buy
43,145
+102
+0.2% +$6.01K 0.65% 15
2016
Q4 		$2.52M Buy
43,043
+2,469
+6% +$142K 0.61% 16
2016
Q3 		$2.43M Sell
40,574
-24
-0.1% -$1.5K 0.63% 16
2016
Q2 		$2.65M Buy
40,598
+2,908
+8% +$175K 0.72% 14
2016
Q1 		$2.26M Buy
37,690
+15,520
+70% +$869K 0.64% 15
2015
Q4 		$1.14M Buy
22,170
+772
+4% +$39.4K 0.33% 21
2015
Q3 		$1.12M Buy
21,398
+206
+1% +$10K 0.36% 18
2015
Q2 		$953K Buy
21,192
+1,887
+10% +$90.6K 0.31% 21
2015
Q1 		$956K Sell
19,305
-427
-2% -$22.3K 0.31% 21
2014
Q4 		$1.04M Sell
19,732
-334
-2% -$16.4K 0.32% 25
2014
Q3 		$863K Buy
20,066
+616
+3% +$27.3K 0.29% 27
2014
Q2 		$913K Buy
19,450
+13
+0.1% +$604 0.31% 28
2014
Q1 		$905K Sell
19,437
-533
-3% -$23K 0.34% 28
2013
Q4 		$826K Sell
19,970
-896
-4% -$37.2K 0.32% 32
2013
Q3 		$843K Buy
20,866
+103
+0.5% +$4.29K 0.39% 38
2013
Q2 		$851K Buy
+20,763
New +$881K 0.47% 38

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Annex Advisory Services's WEC Position: Q2 2026 in Review

Annex Advisory Services increased its WEC Energy (WEC) stake by 8.6% in Q2 2026, buying an estimated $1.09M and bringing the position to 121,431 shares worth $14.2M. The position accounts for 0.24% of the portfolio, ranked #72.

Annex Advisory Services first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $21M in Q4 2021. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Annex Advisory Services held 121,431 shares of WEC Energy worth $14.2M as of Q2 2026.
  • Annex Advisory Services bought 9,591 WEC Energy shares in Q2 2026, an estimated $1.09M.
  • WEC Energy made up 0.24% of Annex Advisory Services's portfolio in Q2 2026, its #72 holding.
  • Annex Advisory Services first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
  • Annex Advisory Services's WEC Energy position peaked at $21M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.