Appleton Partners’s WEC Energy WEC Stock Holding History

Appleton Partners’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	$442K	Sell	3,782 -24	-0.6%	-$2.74K	0.03%	204
2026 Q1	$441K	Hold	3,806	–	–	0.03%	194
2025 Q4	$401K	Hold	3,806	–	–	0.03%	207
2025 Q3	$436K	Hold	3,806	–	–	0.03%	198
2025 Q2	$397K	Sell	3,806 -200	-5%	-$21.3K	0.03%	202
2025 Q1	$437K	Buy	4,006 +119	+3%	+$12.2K	0.03%	187
2024 Q4	$366K	Hold	3,887	–	–	0.03%	202
2024 Q3	$374K	Hold	3,887	–	–	0.03%	202
2024 Q2	$305K	Hold	3,887	–	–	0.02%	218
2024 Q1	$319K	Sell	3,887 -905	-19%	-$72.8K	0.02%	220
2023 Q4	$403K	Hold	4,792	–	–	0.03%	210
2023 Q3	$386K	Hold	4,792	–	–	0.03%	214
2023 Q2	$423K	Hold	4,792	–	–	0.04%	213
2023 Q1	$454K	Sell	4,792 -65	-1%	-$6.02K	0.04%	212
2022 Q4	$455K	Hold	4,857	–	–	0.04%	211
2022 Q3	$434K	Hold	4,857	–	–	0.04%	208
2022 Q2	$489K	Sell	4,857 -720	-13%	-$73K	0.05%	208
2022 Q1	$557K	Hold	5,577	–	–	0.05%	206
2021 Q4	$541K	Hold	5,577	–	–	0.04%	212
2021 Q3	$492K	Buy	5,577 +720	+15%	+$67.5K	0.04%	204
2021 Q2	$432K	Hold	4,857	–	–	0.04%	208
2021 Q1	$455K	Hold	4,857	–	–	0.04%	201
2020 Q4	$447K	Hold	4,857	–	–	0.04%	195
2020 Q3	$471K	Hold	4,857	–	–	0.05%	183
2020 Q2	$426K	Sell	4,857 -115	-2%	-$10.4K	0.05%	183
2020 Q1	$438K	Sell	4,972 -100	-2%	-$9.62K	0.06%	178
2019 Q4	$468K	Hold	5,072	–	–	0.05%	202
2019 Q3	$482K	Hold	5,072	–	–	0.06%	193
2019 Q2	$423K	Hold	5,072	–	–	0.05%	202
2019 Q1	$401K	Sell	5,072 -559	-10%	-$41.5K	0.05%	199
2018 Q4	$390K	Buy	5,631 +59	+1%	+$4.14K	0.06%	196
2018 Q3	$372K	Sell	5,572 -3,854	-41%	-$257K	0.05%	203
2018 Q2	$609K	Sell	9,426 -2,000	-18%	-$124K	0.09%	168
2018 Q1	$716K	Sell	11,426 -550	-5%	-$34.1K	0.11%	159
2017 Q4	$796K	Buy	+11,976	New	+$804K	0.12%	150
2016 Q3	–	Sell	-4,026	Closed	-$263K	–	220
2016 Q2	$263K	Hold	4,026	–	–	0.05%	183
2016 Q1	$242K	Hold	4,026	–	–	0.05%	189
2015 Q4	$207K	Hold	4,026	–	–	0.04%	203
2015 Q3	$210K	Buy	+4,026	New	+$196K	0.05%	191
2015 Q1	–	Sell	-5,026	Closed	-$265K	–	194
2014 Q4	$265K	Hold	5,026	–	–	0.06%	158
2014 Q3	$216K	Buy	+5,026	New	+$223K	0.05%	175
2014 Q1	–	Sell	-5,000	Closed	-$207K	–	179
2013 Q4	$207K	Hold	5,000	–	–	0.05%	161
2013 Q3	$202K	Sell	5,000 -662	-12%	-$27.6K	0.05%	161
2013 Q2	$232K	Buy	+5,662	New	+$240K	0.07%	135

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

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

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

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

Appleton Partners's WEC Position: Q2 2026 in Review

Appleton Partners reduced its WEC Energy (WEC) stake by 0.63% in Q2 2026, selling an estimated $2.74K and leaving 3,782 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #204.

Appleton Partners first reported a position in WEC in Q2 2013 and has held it in 44 quarters since. The position peaked at $796K in Q4 2017. 306 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Appleton Partners held 3,782 shares of WEC Energy worth $442K as of Q2 2026.
Appleton Partners sold 24 WEC Energy shares in Q2 2026, an estimated $2.74K.
WEC Energy made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #204 holding.
Appleton Partners first reported a position in WEC Energy in Q2 2013 and has held it in 44 quarters since.
Appleton Partners's WEC Energy position peaked at $796K in Q4 2017.
306 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.