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Atticus Wealth Management’s WEC Energy WEC Stock Holding History

Atticus 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 		– Sell
-2,350
Closed -$272K – 189
2026
Q1 		$272K Sell
2,350
-191
-8% -$21.5K 0.07% 150
2025
Q4 		$268K Buy
2,541
+19
+0.8% +$2.1K 0.07% 171
2025
Q3 		$289K Buy
2,522
+19
+0.8% +$2.06K 0.07% 167
2025
Q2 		$261K Buy
2,503
+2,293
+1,092% +$244K 0.07% 139
2025
Q1 		$22.9K Hold
210
– – 0.01% 309
2024
Q4 		$19.7K Hold
210
– – 0.01% 331
2024
Q3 		$20.2K Sell
210
-10
-5% -$886 0.01% 330
2024
Q2 		$17.3K Hold
220
– – 0.01% 329
2024
Q1 		$18.1K Sell
220
-200
-48% -$16.1K 0.01% 337
2023
Q4 		$35.4K Hold
420
– – 0.01% 274
2023
Q3 		$33.8K Hold
420
– – 0.01% 287
2023
Q2 		$37.1K Hold
420
– – 0.01% 286
2023
Q1 		$39.8K Hold
420
– – 0.02% 271
2022
Q4 		$39.4K Hold
420
– – 0.02% 277
2022
Q3 		$42K Hold
420
– – 0.02% 256
2022
Q2 		$42K Buy
420
+200
+91% +$20.3K 0.02% 278
2022
Q1 		$22K Sell
220
-200
-48% -$18.9K 0.01% 327
2021
Q4 		$41K Buy
+420
New +$38.4K 0.02% 248

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

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

Atticus Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,350 shares — an estimated $272K sold.

Atticus Wealth Management first reported a position in WEC in Q4 2021 and held it in 18 quarters. The position peaked at $289K in Q3 2025. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Atticus Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 2,350 WEC Energy shares in Q2 2026, an estimated $272K.
  • Atticus Wealth Management first reported a position in WEC Energy in Q4 2021 and held it in 18 quarters.
  • Atticus Wealth Management's WEC Energy position peaked at $289K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.