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Brookstone Capital Management’s WEC Energy WEC Stock Holding History

Brookstone Capital 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 		$1.96M Sell
16,792
-89,678
-84% -$10.2M 0.02% 499
2026
Q1 		$12.3M Sell
106,470
-5,842
-5% -$656K 0.14% 186
2025
Q4 		$11.8M Sell
112,312
-4,202
-4% -$465K 0.14% 185
2025
Q3 		$13.4M Sell
116,514
-6,480
-5% -$702K 0.16% 155
2025
Q2 		$12.8M Buy
122,994
+385
+0.3% +$41K 0.17% 151
2025
Q1 		$13.4M Sell
122,609
-862
-0.7% -$88K 0.19% 131
2024
Q4 		$11.6M Sell
123,471
-1,014
-0.8% -$98.3K 0.17% 146
2024
Q3 		$12M Sell
124,485
-352
-0.3% -$31.2K 0.18% 134
2024
Q2 		$10.3M Sell
124,837
-382
-0.3% -$31K 0.17% 147
2024
Q1 		$10.3M Buy
125,219
+111,134
+789% +$8.94M 0.18% 131
2023
Q4 		$1.19M Buy
14,085
+704
+5% +$58K 0.02% 419
2023
Q3 		$1.1M Buy
13,381
+268
+2% +$23.3K 0.02% 416
2023
Q2 		$1.17M Buy
13,113
+432
+3% +$39.9K 0.02% 405
2023
Q1 		$1.22M Buy
12,681
+7,479
+144% +$692K 0.02% 417
2022
Q4 		$493K Buy
5,202
+59
+1% +$5.45K 0.01% 582
2022
Q3 		$423K Sell
5,143
-3
-0.1% -$306 0.01% 594
2022
Q2 		$512K Sell
5,146
-37
-0.7% -$3.75K 0.01% 554
2022
Q1 		$537K Sell
5,183
-138
-3% -$13K 0.01% 550
2021
Q4 		$517K Sell
5,321
-112
-2% -$10.2K 0.01% 517
2021
Q3 		$483K Buy
5,433
+80
+1% +$7.5K 0.01% 507
2021
Q2 		$492K Buy
5,353
+1,306
+32% +$123K 0.01% 485
2021
Q1 		$379K Buy
4,047
+20
+0.5% +$1.74K 0.01% 372
2020
Q4 		$371K Buy
4,027
+5
+0.1% +$487 0.01% 355
2020
Q3 		$390K Buy
4,022
+904
+29% +$84.2K 0.02% 300
2020
Q2 		$273K Sell
3,118
-1,248
-29% -$113K 0.02% 298
2020
Q1 		$385K Sell
4,366
-218
-5% -$21K 0.02% 236
2019
Q4 		$423K Sell
4,584
-707
-13% -$64.5K 0.02% 298
2019
Q3 		$503K Sell
5,291
-2,602
-33% -$234K 0.03% 269
2019
Q2 		$658K Buy
7,893
+2,743
+53% +$220K 0.04% 217
2019
Q1 		$407K Buy
5,150
+1,544
+43% +$115K 0.03% 287
2018
Q4 		$250K Sell
3,606
-1,046
-22% -$73.5K 0.02% 252
2018
Q3 		$311K Buy
4,652
+163
+4% +$10.9K 0.02% 330
2018
Q2 		$290K Sell
4,489
-51
-1% -$3.17K 0.03% 306
2018
Q1 		$285K Sell
4,540
-108
-2% -$6.7K 0.03% 276
2017
Q4 		$309K Buy
4,648
+119
+3% +$7.99K 0.03% 265
2017
Q3 		$284K Buy
4,529
+44
+1% +$2.81K 0.03% 271
2017
Q2 		$275K Buy
4,485
+9
+0.2% +$556 0.03% 254
2017
Q1 		$271K Buy
4,476
+323
+8% +$19K 0.03% 210
2016
Q4 		$244K Buy
4,153
+524
+14% +$30.1K 0.03% 209
2016
Q3 		$217K Sell
3,629
-428
-11% -$26.7K 0.02% 216
2016
Q2 		$265K Buy
+4,057
New +$244K 0.03% 201
2015
Q4 		– Sell
-3,458
Closed -$181K – 876
2015
Q3 		$181K Sell
3,458
-237
-6% -$11.5K 0.03% 184
2015
Q2 		$166K Buy
+3,695
New +$177K 0.02% 256

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

Brookstone Capital Management's WEC Position: Q2 2026 in Review

Brookstone Capital Management reduced its WEC Energy (WEC) stake by 84% in Q2 2026, selling an estimated $10.2M and leaving 16,792 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #499.

Brookstone Capital Management first reported a position in WEC in Q2 2015 and has held it in 43 quarters since. The position peaked at $13.4M in Q1 2025. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Brookstone Capital Management held 16,792 shares of WEC Energy worth $1.96M as of Q2 2026.
  • Brookstone Capital Management sold 89,678 WEC Energy shares in Q2 2026, an estimated $10.2M.
  • WEC Energy made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #499 holding.
  • Brookstone Capital Management first reported a position in WEC Energy in Q2 2015 and has held it in 43 quarters since.
  • Brookstone Capital Management's WEC Energy position peaked at $13.4M in Q1 2025.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.