Chesley Taft & Associates’s WEC Energy WEC Stock Holding History

Chesley Taft & Associates’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	$521K	Sell	4,460 -22	-0.5%	-$2.51K	0.02%	278
2026 Q1	$519K	Sell	4,482 -88	-2%	-$9.89K	0.02%	274
2025 Q4	$482K	Buy	4,570 +9	+0.2%	+$996	0.02%	286
2025 Q3	$523K	Hold	4,561	–	–	0.02%	260
2025 Q2	$475K	Sell	4,561 -52	-1%	-$5.53K	0.02%	260
2025 Q1	$503K	Sell	4,613 -989	-18%	-$101K	0.02%	250
2024 Q4	$527K	Buy	5,602 +322	+6%	+$31.2K	0.02%	247
2024 Q3	$508K	Hold	5,280	–	–	0.02%	248
2024 Q2	$414K	Hold	5,280	–	–	0.02%	257
2024 Q1	$434K	Hold	5,280	–	–	0.02%	254
2023 Q4	$444K	Hold	5,280	–	–	0.02%	248
2023 Q3	$425K	Hold	5,280	–	–	0.03%	237
2023 Q2	$466K	Hold	5,280	–	–	0.03%	229
2023 Q1	$500K	Hold	5,280	–	–	0.03%	225
2022 Q4	$495K	Hold	5,280	–	–	0.03%	217
2022 Q3	$472K	Hold	5,280	–	–	0.03%	213
2022 Q2	$531K	Sell	5,280 -65	-1%	-$6.59K	0.04%	216
2022 Q1	$558K	Hold	5,345	–	–	0.03%	224
2021 Q4	$519K	Sell	5,345 -2,200	-29%	-$201K	0.03%	233
2021 Q3	$665K	Hold	7,545	–	–	0.04%	209
2021 Q2	$671K	Hold	7,545	–	–	0.04%	207
2021 Q1	$708K	Sell	7,545 -150	-2%	-$13.1K	0.04%	194
2020 Q4	$708K	Buy	7,695 +200	+3%	+$19.5K	0.05%	186
2020 Q3	$726K	Buy	7,495 +200	+3%	+$18.6K	0.05%	181
2020 Q2	$639K	Hold	7,295	–	–	0.05%	184
2020 Q1	$643K	Hold	7,295	–	–	0.06%	173
2019 Q4	$673K	Hold	7,295	–	–	0.05%	193
2019 Q3	$694K	Hold	7,295	–	–	0.05%	186
2019 Q2	$608K	Hold	7,295	–	–	0.05%	190
2019 Q1	$577K	Sell	7,295 -90	-1%	-$6.68K	0.05%	199
2018 Q4	$511K	Hold	7,385	–	–	0.05%	202
2018 Q3	$493K	Hold	7,385	–	–	0.04%	219
2018 Q2	$477K	Hold	7,385	–	–	0.04%	217
2018 Q1	$463K	Hold	7,385	–	–	0.04%	217
2017 Q4	$491K	Hold	7,385	–	–	0.04%	225
2017 Q3	$464K	Hold	7,385	–	–	0.04%	222
2017 Q2	$453K	Hold	7,385	–	–	0.04%	224
2017 Q1	$448K	Hold	7,385	–	–	0.04%	225
2016 Q4	$433K	Hold	7,385	–	–	0.04%	224
2016 Q3	$442K	Hold	7,385	–	–	0.04%	206
2016 Q2	$482K	Buy	7,385 +150	+2%	+$9.02K	0.05%	203
2016 Q1	$435K	Hold	7,235	–	–	0.05%	204
2015 Q4	$371K	Hold	7,235	–	–	0.04%	217
2015 Q3	$378K	Buy	+7,235	New	+$352K	0.04%	195
2015 Q2	–	Sell	-4,150	Closed	-$205K	–	241
2015 Q1	$205K	Hold	4,150	–	–	0.02%	230
2014 Q4	$219K	Buy	+4,150	New	+$204K	0.02%	233

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 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

Chesley Taft & Associates's WEC Position: Q2 2026 in Review

Chesley Taft & Associates reduced its WEC Energy (WEC) stake by 0.49% in Q2 2026, selling an estimated $2.51K and leaving 4,460 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #278.

Chesley Taft & Associates first reported a position in WEC in Q4 2014 and has held it in 46 quarters since. The position peaked at $726K in Q3 2020. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Chesley Taft & Associates held 4,460 shares of WEC Energy worth $521K as of Q2 2026.
Chesley Taft & Associates sold 22 WEC Energy shares in Q2 2026, an estimated $2.51K.
WEC Energy made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #278 holding.
Chesley Taft & Associates first reported a position in WEC Energy in Q4 2014 and has held it in 46 quarters since.
Chesley Taft & Associates's WEC Energy position peaked at $726K in Q3 2020.
209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.