CWA
WEC icon

Centennial Wealth Advisory’s WEC Energy WEC Stock Holding History

Centennial Wealth Advisory’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 		$723K Buy
6,188
+466
+8% +$53.2K 0.16% 97
2026
Q1 		$663K Buy
5,722
+496
+9% +$55.7K 0.16% 86
2025
Q4 		$551K Buy
5,226
+149
+3% +$16.5K 0.15% 94
2025
Q3 		$582K Buy
5,077
+183
+4% +$19.8K 0.16% 83
2025
Q2 		$510K Sell
4,894
-114
-2% -$12.1K 0.16% 84
2025
Q1 		$546K Buy
5,008
+1,011
+25% +$103K 0.2% 66
2024
Q4 		$376K Buy
3,997
+326
+9% +$31.6K 0.15% 90
2024
Q3 		$353K Buy
3,671
+221
+6% +$19.6K 0.14% 98
2024
Q2 		$271K Buy
3,450
+244
+8% +$19.8K 0.12% 110
2024
Q1 		$263K Buy
3,206
+6
+0.2% +$483 0.12% 110
2023
Q4 		$269K Sell
3,200
-73
-2% -$6.01K 0.14% 109
2023
Q3 		$264K Sell
3,273
-62
-2% -$5.39K 0.14% 113
2023
Q2 		$294K Sell
3,335
-61
-2% -$5.64K 0.15% 100
2023
Q1 		$322K Buy
3,396
+450
+15% +$41.7K 0.17% 92
2022
Q4 		$276K Buy
2,946
+702
+31% +$64.9K 0.15% 96
2022
Q3 		$201K Buy
+2,244
New +$229K 0.12% 107

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

Centennial Wealth Advisory's WEC Position: Q2 2026 in Review

Centennial Wealth Advisory increased its WEC Energy (WEC) stake by 8.1% in Q2 2026, buying an estimated $53.2K and bringing the position to 6,188 shares worth $723K. The position accounts for 0.16% of the portfolio, ranked #97.

Centennial Wealth Advisory first reported a position in WEC in Q3 2022 and has held it in 16 quarters since. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Centennial Wealth Advisory held 6,188 shares of WEC Energy worth $723K as of Q2 2026.
  • Centennial Wealth Advisory bought 466 WEC Energy shares in Q2 2026, an estimated $53.2K.
  • WEC Energy made up 0.16% of Centennial Wealth Advisory's portfolio in Q2 2026, its #97 holding.
  • Centennial Wealth Advisory first reported a position in WEC Energy in Q3 2022 and has held it in 16 quarters since.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.