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CWA Asset Management Group’s WEC Energy WEC Stock Holding History

CWA Asset Management Group’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 		$543K Buy
4,650
+890
+24% +$102K 0.02% 492
2026
Q1 		$435K Buy
3,760
+325
+9% +$36.5K 0.01% 512
2025
Q4 		$362K Buy
3,435
+36
+1% +$3.99K 0.01% 512
2025
Q3 		$389K Buy
3,399
+243
+8% +$26.3K 0.01% 515
2025
Q2 		$329K Buy
3,156
+209
+7% +$22.2K 0.01% 525
2025
Q1 		$321K Buy
2,947
+157
+6% +$16K 0.02% 496
2024
Q4 		$262K Buy
2,790
+106
+4% +$10.3K 0.01% 502
2024
Q3 		$258K Buy
+2,684
New +$238K 0.01% 507
2024
Q1 		$203K Buy
+2,474
New +$199K 0.01% 505
2023
Q3 		– Sell
-2,388
Closed -$211K – 383
2023
Q2 		$211K Buy
2,388
+200
+9% +$18.5K 0.01% 340
2023
Q1 		$207K Sell
2,188
-18
-0.8% -$1.67K 0.02% 303
2022
Q4 		$207K Sell
2,206
-244
-10% -$22.5K 0.02% 302
2022
Q3 		$219K Buy
2,450
+75
+3% +$7.66K 0.02% 275
2022
Q2 		$239K Buy
2,375
+60
+3% +$6.08K 0.02% 261
2022
Q1 		$231K Buy
2,315
+69
+3% +$6.52K 0.02% 269
2021
Q4 		$218K Buy
+2,246
New +$205K 0.02% 279
2021
Q3 		– Sell
-2,234
Closed -$201K – 300
2021
Q2 		$201K Buy
+2,234
New +$210K 0.02% 266
2021
Q1 		– Sell
-2,846
Closed -$262K – 302
2020
Q4 		$262K Buy
2,846
+17
+0.6% +$1.65K 0.03% 223
2020
Q3 		$274K Buy
+2,829
New +$264K 0.04% 181
2020
Q2 		– Sell
-2,873
Closed -$253K – 258
2020
Q1 		$253K Buy
+2,873
New +$276K 0.05% 180
2019
Q3 		– Sell
-2,932
Closed -$244K – 248
2019
Q2 		$244K Sell
2,932
-125
-4% -$10K 0.04% 198
2019
Q1 		$242K Sell
3,057
-699
-19% -$51.9K 0.05% 181
2018
Q4 		$260K Buy
3,756
+316
+9% +$22.2K 0.06% 165
2018
Q3 		$230K Sell
3,440
-116
-3% -$7.73K 0.05% 178
2018
Q2 		$230K Buy
+3,556
New +$221K 0.05% 177

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
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
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
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

CWA Asset Management Group's WEC Position: Q2 2026 in Review

CWA Asset Management Group increased its WEC Energy (WEC) stake by 24% in Q2 2026, buying an estimated $102K and bringing the position to 4,650 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #492.

CWA Asset Management Group first reported a position in WEC in Q2 2018 and has held it in 25 quarters since. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CWA Asset Management Group held 4,650 shares of WEC Energy worth $543K as of Q2 2026.
  • CWA Asset Management Group bought 890 WEC Energy shares in Q2 2026, an estimated $102K.
  • WEC Energy made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #492 holding.
  • CWA Asset Management Group first reported a position in WEC Energy in Q2 2018 and has held it in 25 quarters since.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.