Brown Miller Wealth Management’s WEC Energy WEC Stock Holding History

Brown Miller 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	$529K	Hold	4,528	–	–	0.13%	123
2026 Q1	$524K	Sell	4,528 -162	-3%	-$18.2K	0.15%	118
2025 Q4	$495K	Sell	4,690 -263	-5%	-$29.1K	0.14%	110
2025 Q3	$568K	Buy	4,953 +13	+0.3%	+$1.41K	0.16%	98
2025 Q2	$515K	Hold	4,940	–	–	0.16%	103
2025 Q1	$538K	Buy	+4,940	New	+$505K	0.19%	98

Other funds holding WEC

CIM

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

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

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

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) 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

Brown Miller Wealth Management's WEC Position: Q2 2026 in Review

Brown Miller Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 4,528 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #123.

Brown Miller Wealth Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $568K in Q3 2025. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Brown Miller Wealth Management held 4,528 shares of WEC Energy worth $529K as of Q2 2026.
Brown Miller Wealth Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.13% of Brown Miller Wealth Management's portfolio in Q2 2026, its #123 holding.
Brown Miller Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
Brown Miller Wealth Management's WEC Energy position peaked at $568K in Q3 2025.
394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.