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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
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

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
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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

Cidel Asset Management's WEC Position: Q2 2026 in Review

Cidel Asset Management increased its WEC Energy (WEC) stake by 2.1% in Q2 2026, buying an estimated $514K and bringing the position to 222,312 shares worth $26M. The position accounts for 1.25% of the portfolio, ranked #22.

Cidel Asset Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 345 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cidel Asset Management held 222,312 shares of WEC Energy worth $26M as of Q2 2026.
  • Cidel Asset Management bought 4,509 WEC Energy shares in Q2 2026, an estimated $514K.
  • WEC Energy made up 1.25% of Cidel Asset Management's portfolio in Q2 2026, its #22 holding.
  • Cidel Asset Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 345 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.