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Belpointe Asset Management’s WEC Energy WEC Stock Holding History

Belpointe Asset 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 		$4.76M Buy
40,721
+112
+0.3% +$12.8K 0.16% 119
2026
Q1 		$4.7M Buy
40,609
+3,595
+10% +$404K 0.17% 103
2025
Q4 		$3.9M Buy
37,014
+3,672
+11% +$407K 0.14% 119
2025
Q3 		$3.82M Buy
33,342
+1,513
+5% +$164K 0.15% 120
2025
Q2 		$3.32M Buy
31,829
+1,944
+7% +$207K 0.14% 131
2025
Q1 		$3.26M Sell
29,885
-7,143
-19% -$730K 0.17% 115
2024
Q4 		$3.44M Buy
37,028
+5,603
+18% +$543K 0.21% 96
2024
Q3 		$3.02M Buy
31,425
+1,215
+4% +$108K 0.18% 110
2024
Q2 		$2.37M Buy
30,210
+10,728
+55% +$871K 0.17% 120
2024
Q1 		$1.6M Buy
19,482
+1,284
+7% +$103K 0.12% 163
2023
Q4 		$1.53M Buy
18,198
+6,020
+49% +$496K 0.13% 151
2023
Q3 		$981K Buy
12,178
+1,021
+9% +$88.7K 0.1% 201
2023
Q2 		$985K Sell
11,157
-12,006
-52% -$1.11M 0.1% 183
2023
Q1 		$2.2M Buy
23,163
+6,314
+37% +$585K 0.12% 182
2022
Q4 		$1.58M Buy
16,849
+3,662
+28% +$338K 0.1% 216
2022
Q3 		$1.18M Buy
13,187
+1,431
+12% +$146K 0.08% 253
2022
Q2 		$1.18M Sell
11,756
-456
-4% -$46.2K 0.08% 260
2022
Q1 		$1.22M Buy
12,212
+382
+3% +$36.1K 0.07% 279
2021
Q4 		$1.15M Buy
11,830
+156
+1% +$14.3K 0.07% 283
2021
Q3 		$1.03M Buy
11,674
+1,008
+9% +$94.5K 0.07% 304
2021
Q2 		$949K Buy
10,666
+7,028
+193% +$662K 0.07% 308
2021
Q1 		$340K Buy
3,638
+1,236
+51% +$108K 0.03% 552
2020
Q4 		$221K Buy
2,402
+889
+59% +$86.5K 0.02% 664
2020
Q3 		$147K Buy
1,513
+204
+16% +$19K 0.02% 651
2020
Q2 		$115K Buy
+1,309
New +$118K 0.01% 675
2020
Q1 		– Sell
-1,408
Closed -$130K – 800
2019
Q4 		$130K Buy
+1,408
New +$128K 0.02% 682
2019
Q2 		– Sell
-1,269
Closed -$100K – 662
2019
Q1 		$100K Buy
+1,269
New +$94.1K 0.02% 451

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Belpointe Asset Management's WEC Position: Q2 2026 in Review

Belpointe Asset Management increased its WEC Energy (WEC) stake by 0.28% in Q2 2026, buying an estimated $12.8K and bringing the position to 40,721 shares worth $4.76M. The position accounts for 0.16% of the portfolio, ranked #119.

Belpointe Asset Management first reported a position in WEC in Q1 2019 and has held it in 27 quarters since. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Belpointe Asset Management held 40,721 shares of WEC Energy worth $4.76M as of Q2 2026.
  • Belpointe Asset Management bought 112 WEC Energy shares in Q2 2026, an estimated $12.8K.
  • WEC Energy made up 0.16% of Belpointe Asset Management's portfolio in Q2 2026, its #119 holding.
  • Belpointe Asset Management first reported a position in WEC Energy in Q1 2019 and has held it in 27 quarters since.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.