BDPWM
WEC icon

Barnes Dennig Private Wealth Management’s WEC Energy WEC Stock Holding History

Barnes Dennig Private 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
-184
Closed -$21.3K – 397
2026
Q1 		$21.3K Buy
+184
New +$20.7K 0.02% 201
2025
Q4 		– Sell
-53
Closed -$6.07K – 343
2025
Q3 		$6.07K Hold
53
– – 0.01% 248
2025
Q2 		$5.52K Hold
53
– – 0.01% 240
2025
Q1 		$5.78K Buy
+53
New +$5.41K 0.01% 161

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
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Barnes Dennig Private Wealth Management's WEC Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 184 shares — an estimated $21.3K sold.

Barnes Dennig Private Wealth Management first reported a position in WEC in Q1 2025 and held it in 4 quarters. The position peaked at $21.3K in Q1 2026. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Barnes Dennig Private Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 184 WEC Energy shares in Q2 2026, an estimated $21.3K.
  • Barnes Dennig Private Wealth Management first reported a position in WEC Energy in Q1 2025 and held it in 4 quarters.
  • Barnes Dennig Private Wealth Management's WEC Energy position peaked at $21.3K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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