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Certior Financial Group’s WEC Energy WEC Stock Holding History

Certior Financial Group’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 		$500K Buy
4,286
+109
+3% +$12.4K 0.27% 73
2026
Q1 		$484K Buy
4,177
+134
+3% +$15.1K 0.31% 62
2025
Q4 		$426K Buy
4,043
+311
+8% +$34.4K 0.29% 70
2025
Q3 		$428K Sell
3,732
-10
-0.3% -$1.08K 0.28% 76
2025
Q2 		$390K Buy
3,742
+9
+0.2% +$958 0.29% 78
2025
Q1 		$407K Buy
3,733
+51
+1% +$5.21K 0.33% 70
2024
Q4 		$346K Buy
+3,682
New +$357K 0.3% 87

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Certior Financial Group's WEC Position: Q2 2026 in Review

Certior Financial Group increased its WEC Energy (WEC) stake by 2.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 4,286 shares worth $500K. The position accounts for 0.27% of the portfolio, ranked #73.

Certior Financial Group first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Certior Financial Group held 4,286 shares of WEC Energy worth $500K as of Q2 2026.
  • Certior Financial Group bought 109 WEC Energy shares in Q2 2026, an estimated $12.4K.
  • WEC Energy made up 0.27% of Certior Financial Group's portfolio in Q2 2026, its #73 holding.
  • Certior Financial Group first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.