CWP
WEC icon

Curated Wealth Partners’s WEC Energy WEC Stock Holding History

Curated Wealth 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 		$152K Buy
+30,587
New +$3.49M 0.02% 549

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Curated Wealth Partners's WEC Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in WEC Energy (WEC) in Q2 2026: 30,587 shares worth $152K. The stake represents 0.02% of the portfolio and ranks #549 among its holdings.

485 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Curated Wealth Partners held 30,587 shares of WEC Energy worth $152K as of Q2 2026.
  • WEC Energy was a new Curated Wealth Partners position in Q2 2026.
  • WEC Energy made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #549 holding.
  • 485 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.