CA
WEC icon

CoreCap Advisors’s WEC Energy WEC Stock Holding History

CoreCap Advisors’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 		$143K Buy
1,222
+9
+0.7% +$1.03K ﹤0.01% 981
2026
Q1 		$140K Buy
1,213
+9
+0.7% +$1.01K ﹤0.01% 918
2025
Q4 		$127K Sell
1,204
-14
-1% -$1.55K ﹤0.01% 944
2025
Q3 		$140K Buy
1,218
+45
+4% +$4.88K 0.01% 918
2025
Q2 		$122K Sell
1,173
-21
-2% -$2.23K ﹤0.01% 914
2025
Q1 		$130K Sell
1,194
-112
-9% -$11.4K 0.01% 808
2024
Q4 		$123K Buy
1,306
+201
+18% +$19.5K 0.01% 859
2024
Q3 		$106K Buy
1,105
+54
+5% +$4.79K 0.01% 882
2024
Q2 		$82.4K Buy
1,051
+49
+5% +$3.98K 0.01% 548
2024
Q1 		$82.3K Buy
+1,002
New +$80.6K ﹤0.01% 918
2022
Q4 		$9.94K Buy
+106
New +$9.8K ﹤0.01% 1543
2022
Q3 		– Sell
-256
Closed -$26K – 2096
2022
Q2 		$26K Buy
+256
New +$26K ﹤0.01% 1159
2022
Q1 		– Sell
-1,271
Closed -$123K – 2099
2021
Q4 		$123K Buy
+1,271
New +$116K 0.01% 675

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

CoreCap Advisors's WEC Position: Q2 2026 in Review

CoreCap Advisors increased its WEC Energy (WEC) stake by 0.74% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,222 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

CoreCap Advisors first reported a position in WEC in Q4 2021 and has held it in 13 quarters since. 302 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CoreCap Advisors held 1,222 shares of WEC Energy worth $143K as of Q2 2026.
  • CoreCap Advisors bought 9 WEC Energy shares in Q2 2026, an estimated $1.03K.
  • WEC Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #981 holding.
  • CoreCap Advisors first reported a position in WEC Energy in Q4 2021 and has held it in 13 quarters since.
  • 302 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.