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Confluence Wealth Services’s WEC Energy WEC Stock Holding History

Confluence Wealth Services’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 		$928K Buy
+7,948
New +$907K 0.03% 240
2024
Q3 		– Sell
-4,997
Closed -$392K – 374
2024
Q2 		$392K Buy
+4,997
New +$406K 0.03% 257

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Confluence Wealth Services's WEC Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in WEC Energy (WEC) in Q2 2026: 7,948 shares worth $928K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in WEC as recently as Q2 2024.

Confluence Wealth Services first reported a position in WEC in Q2 2024 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Confluence Wealth Services held 7,948 shares of WEC Energy worth $928K as of Q2 2026.
  • WEC Energy was a new Confluence Wealth Services position in Q2 2026.
  • WEC Energy made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #240 holding.
  • Confluence Wealth Services first reported a position in WEC Energy in Q2 2024 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.