CI
WEC icon

CX Institutional’s WEC Energy WEC Stock Holding History

CX Institutional’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 		$303K Sell
2,599
-4
-0.2% -$456 0.01% 629
2026
Q1 		$301K Buy
2,603
+435
+20% +$48.9K 0.01% 602
2025
Q4 		$229K Buy
2,168
+367
+20% +$40.6K 0.01% 669
2025
Q3 		$206K Buy
1,801
+38
+2% +$4.12K 0.01% 688
2025
Q2 		$184K Sell
1,763
-5
-0.3% -$532 0.01% 657
2025
Q1 		$193K Buy
+1,768
New +$181K 0.01% 609
2022
Q3 		– Sell
-788
Closed -$79K – 1130
2022
Q2 		$79K Buy
+788
New +$79.9K 0.01% 589
2021
Q4 		– Sell
-418
Closed -$37K – 898
2021
Q3 		$37K Buy
418
+51
+14% +$4.78K ﹤0.01% 641
2021
Q2 		$33K Sell
367
-157
-30% -$14.8K ﹤0.01% 645
2021
Q1 		$49K Buy
524
+111
+27% +$9.68K ﹤0.01% 499
2020
Q4 		$38K Buy
413
+26
+7% +$2.53K ﹤0.01% 496
2020
Q3 		$38K Buy
387
+235
+155% +$21.9K ﹤0.01% 436
2020
Q2 		$13K Sell
152
-37
-20% -$3.34K ﹤0.01% 526
2020
Q1 		$17K Buy
189
+96
+103% +$9.23K ﹤0.01% 399
2019
Q4 		$9K Hold
93
– – ﹤0.01% 447
2019
Q3 		$9K Sell
93
-9
-9% -$811 ﹤0.01% 483
2019
Q2 		$9K Buy
102
+28
+38% +$2.25K ﹤0.01% 512
2019
Q1 		$6K Buy
74
+61
+469% +$4.53K ﹤0.01% 529
2018
Q4 		$1K Buy
+13
New +$913 ﹤0.01% 520

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

CX Institutional's WEC Position: Q2 2026 in Review

CX Institutional reduced its WEC Energy (WEC) stake by 0.15% in Q2 2026, selling an estimated $456 and leaving 2,599 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #629.

CX Institutional first reported a position in WEC in Q4 2018 and has held it in 19 quarters since. 312 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CX Institutional held 2,599 shares of WEC Energy worth $303K as of Q2 2026.
  • CX Institutional sold 4 WEC Energy shares in Q2 2026, an estimated $456.
  • WEC Energy made up 0.01% of CX Institutional's portfolio in Q2 2026, its #629 holding.
  • CX Institutional first reported a position in WEC Energy in Q4 2018 and has held it in 19 quarters since.
  • 312 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.