Cidel Asset Management’s WEC Energy WEC Stock Holding History

Cidel Asset Management’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 Q3	$22M	Sell	218,384 -3,928	-2%	-$428K	1.07%	30
2026 Q2	$26M	Buy	222,312 +4,509	+2%	+$514K	1.25%	22
2026 Q1	$25.2M	Buy	217,803 +14,836	+7%	+$1.67M	1.38%	23
2025 Q4	$21.4M	Sell	202,967 -3,546	-2%	-$393K	1.51%	20
2025 Q3	$23.7M	Buy	206,513 +5,599	+3%	+$607K	1.36%	23
2025 Q2	$20.9M	Buy	200,914 +3,119	+2%	+$332K	1.26%	27
2025 Q1	$21.6M	Buy	197,795 +50,950	+35%	+$5.2M	1.41%	24
2024 Q4	$13.8M	Sell	146,845 -42,634	-23%	-$4.13M	0.93%	36
2024 Q3	$18.2M	Buy	189,479 +756	+0.4%	+$67K	1.29%	28
2024 Q2	$14.8M	Sell	188,723 -81,174	-30%	-$6.59M	1.14%	32
2024 Q1	$22.2M	Sell	269,897 -1,649	-0.6%	-$133K	1.68%	16
2023 Q4	$22.9M	Buy	+271,546	New	+$22.4M	0.98%	29

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cidel Asset Management's WEC Position: Q3 2026 in Review

Cidel Asset Management reduced its WEC Energy (WEC) stake by 1.8% in Q3 2026, selling an estimated $428K and leaving 218,384 shares worth $22M. The position accounts for 1.07% of the portfolio, ranked #30.

Cidel Asset Management first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $26M in Q2 2026. 463 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Cidel Asset Management held 218,384 shares of WEC Energy worth $22M as of Q3 2026.
Cidel Asset Management sold 3,928 WEC Energy shares in Q3 2026, an estimated $428K.
WEC Energy made up 1.07% of Cidel Asset Management's portfolio in Q3 2026, its #30 holding.
Cidel Asset Management first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
Cidel Asset Management's WEC Energy position peaked at $26M in Q2 2026.
463 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Cidel Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.