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Connecticut Wealth Management’s WEC Energy WEC Stock Holding History

Connecticut Wealth 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 		– Sell
-2,132
Closed -$247K – 350
2026
Q1 		$247K Buy
2,132
+25
+1% +$2.81K 0.01% 300
2025
Q4 		$222K Buy
2,107
+15
+0.7% +$1.66K 0.01% 304
2025
Q3 		$240K Buy
2,092
+16
+0.8% +$1.73K 0.01% 298
2025
Q2 		$216K Buy
2,076
+9
+0.4% +$958 0.01% 295
2025
Q1 		$225K Buy
+2,067
New +$211K 0.01% 285
2024
Q2 		– Sell
-2,953
Closed -$243K – 344
2024
Q1 		$243K Sell
2,953
-575
-16% -$46.2K 0.01% 292
2023
Q4 		$297K Sell
3,528
-200
-5% -$16.5K 0.02% 266
2023
Q3 		$300K Buy
+3,728
New +$324K 0.02% 228
2022
Q3 		– Sell
-2,019
Closed -$203K – 203
2022
Q2 		$203K Buy
+2,019
New +$205K 0.02% 181

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Connecticut Wealth Management's WEC Position: Q2 2026 in Review

Connecticut Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,132 shares — an estimated $247K sold.

Connecticut Wealth Management first reported a position in WEC in Q2 2022 and held it in 9 quarters. The position peaked at $300K in Q3 2023. 647 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Connecticut Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,132 WEC Energy shares in Q2 2026, an estimated $247K.
  • Connecticut Wealth Management first reported a position in WEC Energy in Q2 2022 and held it in 9 quarters.
  • Connecticut Wealth Management's WEC Energy position peaked at $300K in Q3 2023.
  • 647 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.