Campbell Newman Asset Management’s WEC Energy WEC Stock Holding History

Campbell Newman 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	$43.8M	Sell	375,155 -594	-0.2%	-$67.8K	3.25%	13
2026 Q1	$43.5M	Buy	375,749 +4,080	+1%	+$458K	3.53%	7
2025 Q4	$39.2M	Buy	371,669 +2,236	+0.6%	+$248K	2.87%	8
2025 Q3	$42.3M	Buy	369,433 +8,039	+2%	+$871K	3.1%	9
2025 Q2	$37.7M	Buy	361,394 +148,336	+70%	+$15.8M	3%	11
2025 Q1	$23.2M	Buy	+213,058	New	+$21.8M	1.97%	21
2017 Q1	–	Sell	-6,749	Closed	-$396K	–	126
2016 Q4	$396K	Sell	6,749 -76,846	-92%	-$4.41M	0.08%	83
2016 Q3	$5M	Sell	83,595 -288	-0.3%	-$18K	0.88%	32
2016 Q2	$5.48M	Sell	83,883 -8,826	-10%	-$531K	1%	31
2016 Q1	$5.57M	Buy	92,709 +2,253	+2%	+$126K	1.16%	30
2015 Q4	$4.64M	Sell	90,456 -3,625	-4%	-$185K	1.01%	32
2015 Q3	$4.91M	Sell	94,081 -7,017	-7%	-$341K	1.11%	33
2015 Q2	$4.55M	Sell	101,098 -7,826	-7%	-$376K	0.9%	32
2015 Q1	$5.39M	Sell	108,924 -1,427	-1%	-$74.6K	0.99%	33
2014 Q4	$5.82M	Sell	110,351 -1,105	-1%	-$54.2K	1.08%	32
2014 Q3	$4.79M	Buy	111,456 +2,344	+2%	+$104K	0.94%	32
2014 Q2	$5.12M	Buy	109,112 +3,363	+3%	+$156K	1.01%	32
2014 Q1	$4.92M	Buy	105,749 +11,088	+12%	+$478K	1.05%	31
2013 Q4	$3.91M	Sell	94,661 -84,980	-47%	-$3.53M	0.94%	31
2013 Q3	$7.25M	Sell	179,641 -28,055	-14%	-$1.17M	1.75%	28
2013 Q2	$8.51M	Buy	+207,696	New	+$8.81M	1.9%	26

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Campbell Newman Asset Management's WEC Position: Q2 2026 in Review

Campbell Newman Asset Management reduced its WEC Energy (WEC) stake by 0.16% in Q2 2026, selling an estimated $67.8K and leaving 375,155 shares worth $43.8M. The position accounts for 3.25% of the portfolio, ranked #13.

Campbell Newman Asset Management first reported a position in WEC in Q2 2013 and has held it in 21 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Campbell Newman Asset Management held 375,155 shares of WEC Energy worth $43.8M as of Q2 2026.
Campbell Newman Asset Management sold 594 WEC Energy shares in Q2 2026, an estimated $67.8K.
WEC Energy made up 3.25% of Campbell Newman Asset Management's portfolio in Q2 2026, its #13 holding.
Campbell Newman Asset Management first reported a position in WEC Energy in Q2 2013 and has held it in 21 quarters since.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.