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ARS Wealth Advisors Group’s WEC Energy WEC Stock Holding History

ARS Wealth Advisors Group’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 		$663K Buy
5,675
+1
+0% +$114 0.05% 122
2026
Q1 		$657K Buy
+5,674
New +$637K 0.06% 111

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ARS Wealth Advisors Group's WEC Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its WEC Energy (WEC) stake by 0.02% in Q2 2026, buying an estimated $114 and bringing the position to 5,675 shares worth $663K. The position accounts for 0.05% of the portfolio, ranked #122.

ARS Wealth Advisors Group first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • ARS Wealth Advisors Group held 5,675 shares of WEC Energy worth $663K as of Q2 2026.
  • ARS Wealth Advisors Group bought 1 WEC Energy share in Q2 2026, an estimated $114.
  • WEC Energy made up 0.05% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #122 holding.
  • ARS Wealth Advisors Group first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.