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Cromwell Holdings’s WEC Energy WEC Stock Holding History

Cromwell Holdings’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 		$133K Buy
1,138
+183
+19% +$20.9K 0.06% 288
2026
Q1 		$111K Buy
955
+9
+1% +$1.01K 0.06% 304
2025
Q4 		$99.8K Hold
946
– – 0.05% 318
2025
Q3 		$108K Buy
946
+16
+2% +$1.73K 0.06% 307
2025
Q2 		$96.9K Buy
930
+23
+3% +$2.45K 0.06% 308
2025
Q1 		$98.8K Buy
907
+349
+63% +$35.6K 0.06% 294
2024
Q4 		$52.5K Hold
558
– – 0.03% 441
2024
Q3 		$53.7K Hold
558
– – 0.03% 434
2024
Q2 		$43.8K Buy
+558
New +$45.3K 0.03% 465

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

Cromwell Holdings's WEC Position: Q2 2026 in Review

Cromwell Holdings increased its WEC Energy (WEC) stake by 19% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,138 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #288.

Cromwell Holdings first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cromwell Holdings held 1,138 shares of WEC Energy worth $133K as of Q2 2026.
  • Cromwell Holdings bought 183 WEC Energy shares in Q2 2026, an estimated $20.9K.
  • WEC Energy made up 0.06% of Cromwell Holdings's portfolio in Q2 2026, its #288 holding.
  • Cromwell Holdings first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.