AWM
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Aprio Wealth Management’s WEC Energy WEC Stock Holding History

Aprio 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 		$485K Buy
4,150
+37
+0.9% +$4.22K 0.02% 391
2026
Q1 		$476K Buy
4,113
+685
+20% +$77K 0.03% 368
2025
Q4 		$362K Buy
3,428
+1,155
+51% +$128K 0.02% 385
2025
Q3 		$260K Buy
+2,273
New +$246K 0.03% 360

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

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

Aprio Wealth Management increased its WEC Energy (WEC) stake by 0.9% in Q2 2026, buying an estimated $4.22K and bringing the position to 4,150 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #391.

Aprio Wealth Management first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Aprio Wealth Management held 4,150 shares of WEC Energy worth $485K as of Q2 2026.
  • Aprio Wealth Management bought 37 WEC Energy shares in Q2 2026, an estimated $4.22K.
  • WEC Energy made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Aprio Wealth Management first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.