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Ares Financial Consulting’s WEC Energy WEC Stock Holding History

Ares Financial Consulting’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 		$8.41K Hold
72
– – 0.01% 604
2026
Q1 		$8.36K Hold
72
– – 0.01% 585
2025
Q4 		$7.59K Buy
+72
New +$7.97K 0.01% 399

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 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

Ares Financial Consulting's WEC Position: Q2 2026 in Review

Ares Financial Consulting held its WEC Energy (WEC) position steady in Q2 2026 at 72 shares worth $8.41K. The position accounts for 0.01% of the portfolio, ranked #604.

Ares Financial Consulting first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ares Financial Consulting held 72 shares of WEC Energy worth $8.41K as of Q2 2026.
  • Ares Financial Consulting left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #604 holding.
  • Ares Financial Consulting first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.