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Ballentine Partners’s WEC Energy WEC Stock Holding History

Ballentine Partners’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 		$691K Sell
5,921
-12
-0.2% -$1.37K 0.01% 460
2026
Q1 		$687K Hold
5,933
– – 0.01% 437
2025
Q4 		$626K Buy
5,933
+1
+0% +$111 0.01% 430
2025
Q3 		$680K Buy
5,932
+31
+0.5% +$3.36K 0.01% 409
2025
Q2 		$615K Buy
5,901
+199
+3% +$21.2K 0.01% 425
2025
Q1 		$621K Sell
5,702
-26
-0.5% -$2.65K 0.01% 382
2024
Q4 		$539K Buy
5,728
+231
+4% +$22.4K 0.01% 408
2024
Q3 		$529K Buy
5,497
+812
+17% +$72K 0.01% 406
2024
Q2 		$368K Sell
4,685
-5,343
-53% -$434K 0.01% 490
2024
Q1 		$824K Buy
10,028
+3,135
+45% +$252K 0.02% 288
2023
Q4 		$580K Sell
6,893
-2,836
-29% -$234K 0.01% 336
2023
Q3 		$784K Buy
9,729
+3,549
+57% +$308K 0.02% 229
2023
Q2 		$545K Sell
6,180
-6,100
-50% -$564K 0.01% 297
2023
Q1 		$1.16M Buy
12,280
+5,399
+78% +$500K 0.03% 179
2022
Q4 		$645K Buy
6,881
+197
+3% +$18.2K 0.02% 235
2022
Q3 		$597K Buy
6,684
+236
+4% +$24.1K 0.02% 222
2022
Q2 		$648K Sell
6,448
-658
-9% -$66.7K 0.02% 203
2022
Q1 		$710K Buy
7,106
+4,939
+228% +$466K 0.02% 217
2021
Q4 		$210K Buy
+2,167
New +$198K 0.01% 440
2021
Q2 		– Sell
-2,187
Closed -$205K – 436
2021
Q1 		$205K Buy
+2,187
New +$191K 0.01% 377
2020
Q4 		– Sell
-2,095
Closed -$203K – 413
2020
Q3 		$203K Buy
+2,095
New +$195K 0.01% 359

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

Ballentine Partners's WEC Position: Q2 2026 in Review

Ballentine Partners reduced its WEC Energy (WEC) stake by 0.2% in Q2 2026, selling an estimated $1.37K and leaving 5,921 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #460.

Ballentine Partners first reported a position in WEC in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2023. 232 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ballentine Partners held 5,921 shares of WEC Energy worth $691K as of Q2 2026.
  • Ballentine Partners sold 12 WEC Energy shares in Q2 2026, an estimated $1.37K.
  • WEC Energy made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #460 holding.
  • Ballentine Partners first reported a position in WEC Energy in Q3 2020 and has held it in 21 quarters since.
  • Ballentine Partners's WEC Energy position peaked at $1.16M in Q1 2023.
  • 232 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.