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Brentview Investment Management’s WEC Energy WEC Stock Holding History

Brentview Investment 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 		$5.9M Buy
50,495
+1,381
+3% +$158K 2.33% 21
2026
Q1 		$5.69M Buy
49,114
+1,977
+4% +$222K 2.46% 18
2025
Q4 		$4.97M Buy
47,137
+12,484
+36% +$1.38M 2.25% 23
2025
Q3 		$3.97M Buy
34,653
+1,201
+4% +$130K 1.81% 31
2025
Q2 		$3.49M Sell
33,452
-576
-2% -$61.3K 1.76% 32
2025
Q1 		$3.71M Buy
34,028
+1,735
+5% +$177K 1.97% 26
2024
Q4 		$3.04M Buy
+32,293
New +$3.13M 1.73% 30

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

Brentview Investment Management's WEC Position: Q2 2026 in Review

Brentview Investment Management increased its WEC Energy (WEC) stake by 2.8% in Q2 2026, buying an estimated $158K and bringing the position to 50,495 shares worth $5.9M. The position accounts for 2.33% of the portfolio, ranked #21.

Brentview Investment Management first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Brentview Investment Management held 50,495 shares of WEC Energy worth $5.9M as of Q2 2026.
  • Brentview Investment Management bought 1,381 WEC Energy shares in Q2 2026, an estimated $158K.
  • WEC Energy made up 2.33% of Brentview Investment Management's portfolio in Q2 2026, its #21 holding.
  • Brentview Investment Management first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.