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CGC Financial Services’s WEC Energy WEC Stock Holding History

CGC Financial 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 		$14K Hold
120
– – ﹤0.01% 205
2026
Q1 		$13.9K Hold
120
– – ﹤0.01% 196
2025
Q4 		$12.7K Hold
120
– – ﹤0.01% 212
2025
Q3 		$13.8K Hold
120
– – ﹤0.01% 205
2025
Q2 		$12.5K Hold
120
– – ﹤0.01% 197
2025
Q1 		$13.1K Hold
120
– – 0.01% 183
2024
Q4 		$11.3K Hold
120
– – ﹤0.01% 193
2024
Q3 		$11.5K Hold
120
– – ﹤0.01% 193
2024
Q2 		$9.41K Hold
120
– – ﹤0.01% 202
2024
Q1 		$9.85K Hold
120
– – 0.01% 211
2023
Q4 		$10.1K Hold
120
– – ﹤0.01% 220
2023
Q3 		$9.67K Hold
120
– – 0.01% 175
2023
Q2 		$10.6K Buy
+120
New +$11.1K 0.01% 178

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

CGC Financial Services's WEC Position: Q2 2026 in Review

CGC Financial Services held its WEC Energy (WEC) position steady in Q2 2026 at 120 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

CGC Financial Services first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CGC Financial Services held 120 shares of WEC Energy worth $14K as of Q2 2026.
  • CGC Financial Services left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #205 holding.
  • CGC Financial Services first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.