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Aventus Investment Advisors’s WEC Energy WEC Stock Holding History

Aventus Investment Advisors’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 		$44.4K Hold
380
– – 0.03% 62
2026
Q1 		$44K Hold
380
– – 0.04% 59
2025
Q4 		$40.1K Hold
380
– – 0.03% 63
2025
Q3 		$43.5K Hold
380
– – 0.04% 56
2025
Q2 		$39.6K Buy
+380
New +$40.4K 0.04% 55

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
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
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
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

Aventus Investment Advisors's WEC Position: Q2 2026 in Review

Aventus Investment Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 380 shares worth $44.4K. The position accounts for 0.03% of the portfolio, ranked #62.

Aventus Investment Advisors first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Aventus Investment Advisors held 380 shares of WEC Energy worth $44.4K as of Q2 2026.
  • Aventus Investment Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.03% of Aventus Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Aventus Investment Advisors first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 428 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.