Bar Harbor Wealth Management’s WEC Energy WEC Stock Holding History

Bar Harbor 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	$201K	Buy	+1,722	New	+$196K	0.01%	260

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Bar Harbor Wealth Management's WEC Position: Q2 2026 in Review

Bar Harbor Wealth Management opened a new position in WEC Energy (WEC) in Q2 2026: 1,722 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Bar Harbor Wealth Management held 1,722 shares of WEC Energy worth $201K as of Q2 2026.
WEC Energy was a new Bar Harbor Wealth Management position in Q2 2026.
WEC Energy made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #260 holding.
209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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