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Colter Lewis Investment Partners’s WEC Energy WEC Stock Holding History

Colter Lewis Investment Partners’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 		$566K Hold
4,846
– – 0.25% 62
2026
Q1 		$561K Hold
4,846
– – 0.53% 59
2025
Q4 		$511K Buy
+4,846
New +$537K 0.59% 42

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Colter Lewis Investment Partners's WEC Position: Q2 2026 in Review

Colter Lewis Investment Partners held its WEC Energy (WEC) position steady in Q2 2026 at 4,846 shares worth $566K. The position accounts for 0.25% of the portfolio, ranked #62.

Colter Lewis Investment Partners first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Colter Lewis Investment Partners held 4,846 shares of WEC Energy worth $566K as of Q2 2026.
  • Colter Lewis Investment Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.25% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #62 holding.
  • Colter Lewis Investment Partners first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.