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CFS Investment Advisory Services’s WEC Energy WEC Stock Holding History

CFS Investment Advisory Services’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 		$322K Buy
2,706
+12
+0.4% +$1.37K 0.02% 307
2026
Q1 		$312K Buy
2,694
+81
+3% +$9.1K 0.02% 311
2025
Q4 		$276K Buy
2,613
+117
+5% +$13K 0.02% 297
2025
Q3 		$289K Buy
2,496
+86
+4% +$9.32K 0.02% 292
2025
Q2 		$251K Buy
2,410
+148
+7% +$15.7K 0.02% 294
2025
Q1 		$247K Buy
2,262
+88
+4% +$8.99K 0.02% 280
2024
Q4 		$204K Buy
+2,174
New +$211K 0.02% 291
2022
Q4 		– Sell
-67,877
Closed -$1K – 274
2022
Q3 		$1K Buy
+67,877
New +$6.93M ﹤0.01% 221
2022
Q2 		– Sell
-42,818
Closed – – 536
2022
Q1 		$0 Buy
+42,818
New +$4.04M ﹤0.01% 555

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
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
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
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

CFS Investment Advisory Services's WEC Position: Q2 2026 in Review

CFS Investment Advisory Services increased its WEC Energy (WEC) stake by 0.45% in Q2 2026, buying an estimated $1.37K and bringing the position to 2,706 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #307.

CFS Investment Advisory Services first reported a position in WEC in Q1 2022 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CFS Investment Advisory Services held 2,706 shares of WEC Energy worth $322K as of Q2 2026.
  • CFS Investment Advisory Services bought 12 WEC Energy shares in Q2 2026, an estimated $1.37K.
  • WEC Energy made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #307 holding.
  • CFS Investment Advisory Services first reported a position in WEC Energy in Q1 2022 and has held it in 9 quarters since.
  • 307 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.