Clifford Swan Investment Counsel’s WEC Energy WEC Stock Holding History

Clifford Swan Investment Counsel’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	$882K	Hold	7,554	–	–	0.03%	182
2026 Q1	$875K	Hold	7,554	–	–	0.03%	178
2025 Q4	$797K	Hold	7,554	–	–	0.03%	188
2025 Q3	$866K	Sell	7,554 -1	-0%	-$108	0.03%	187
2025 Q2	$787K	Buy	7,555 +1	+0%	+$106	0.03%	188
2025 Q1	$823K	Hold	7,554	–	–	0.03%	183
2024 Q4	$710K	Hold	7,554	–	–	0.03%	191
2024 Q3	$727K	Buy	7,554 +412	+6%	+$36.5K	0.03%	199
2024 Q2	$560K	Hold	7,142	–	–	0.02%	207
2024 Q1	$587K	Hold	7,142	–	–	0.02%	207
2023 Q4	$601K	Hold	7,142	–	–	0.02%	201
2023 Q3	$575K	Hold	7,142	–	–	0.02%	197
2023 Q2	$630K	Hold	7,142	–	–	0.03%	200
2023 Q1	$677K	Hold	7,142	–	–	0.03%	188
2022 Q4	$670K	Hold	7,142	–	–	0.03%	188
2022 Q3	$639K	Hold	7,142	–	–	0.03%	192
2022 Q2	$719K	Hold	7,142	–	–	0.03%	194
2022 Q1	$713K	Hold	7,142	–	–	0.03%	206
2021 Q4	$693K	Hold	7,142	–	–	0.02%	214
2021 Q3	$645K	Sell	7,142 -700	-9%	-$65.6K	0.02%	218
2021 Q2	$751K	Hold	7,842	–	–	0.03%	200
2021 Q1	$734K	Hold	7,842	–	–	0.03%	201
2020 Q4	$722K	Sell	7,842 -1,450	-16%	-$141K	0.03%	198
2020 Q3	$900K	Sell	9,292 -1,000	-10%	-$93.2K	0.04%	171
2020 Q2	$902K	Hold	10,292	–	–	0.05%	169
2020 Q1	$907K	Hold	10,292	–	–	0.06%	165
2019 Q4	$949K	Sell	10,292 -284	-3%	-$25.9K	0.05%	170
2019 Q3	$1.01M	Sell	10,576 -550	-5%	-$49.6K	0.05%	162
2019 Q2	$928K	Hold	11,126	–	–	0.05%	164
2019 Q1	$880K	Hold	11,126	–	–	0.05%	168
2018 Q4	$771K	Sell	11,126 -500	-4%	-$35.1K	0.05%	168
2018 Q3	$776K	Hold	11,626	–	–	0.04%	171
2018 Q2	$752K	Hold	11,626	–	–	0.04%	170
2018 Q1	$729K	Hold	11,626	–	–	0.04%	175
2017 Q4	$772K	Hold	11,626	–	–	0.04%	176
2017 Q3	$730K	Sell	11,626 -3,000	-21%	-$191K	0.04%	179
2017 Q2	$898K	Hold	14,626	–	–	0.06%	165
2017 Q1	$887K	Sell	14,626 -500	-3%	-$29.5K	0.06%	160
2016 Q4	$887K	Hold	15,126	–	–	0.06%	156
2016 Q3	$906K	Hold	15,126	–	–	0.06%	154
2016 Q2	$988K	Sell	15,126 -1,950	-11%	-$117K	0.07%	141
2016 Q1	$1.03M	Sell	17,076 -100	-0.6%	-$5.6K	0.07%	145
2015 Q4	$881K	Hold	17,176	–	–	0.06%	159
2015 Q3	$897K	Sell	17,176 -100	-0.6%	-$4.86K	0.06%	149
2015 Q2	$777K	Sell	17,276 -500	-3%	-$24K	0.05%	159
2015 Q1	$880K	Hold	17,776	–	–	0.06%	146
2014 Q4	$938K	Sell	17,776 -3,150	-15%	-$155K	0.06%	143
2014 Q3	$900K	Buy	20,926 +3,950	+23%	+$175K	0.06%	147
2014 Q2	$797K	Buy	16,976 +1,450	+9%	+$67.4K	0.05%	152
2014 Q1	$723K	Buy	15,526 +400	+3%	+$17.2K	0.05%	154
2013 Q4	$625K	Hold	15,126	–	–	0.05%	152
2013 Q3	$611K	Hold	15,126	–	–	0.05%	147
2013 Q2	$620K	Buy	+15,126	New	+$642K	0.05%	139

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clifford Swan Investment Counsel's WEC Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its WEC Energy (WEC) position steady in Q2 2026 at 7,554 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #182.

Clifford Swan Investment Counsel first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.03M in Q1 2016. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Clifford Swan Investment Counsel held 7,554 shares of WEC Energy worth $882K as of Q2 2026.
Clifford Swan Investment Counsel left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #182 holding.
Clifford Swan Investment Counsel first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
Clifford Swan Investment Counsel's WEC Energy position peaked at $1.03M in Q1 2016.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.