CX Institutional
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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
Q3 		$281K Buy
2,786
+187
+7% +$20.4K 0.01% 645
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% +$9.7K ﹤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% +$2.24K ﹤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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CX Institutional's WEC Position: Q3 2026 in Review

CX Institutional increased its WEC Energy (WEC) stake by 7.2% in Q3 2026, buying an estimated $20.4K and bringing the position to 2,786 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #645.

CX Institutional first reported a position in WEC in Q4 2018 and has held it in 20 quarters since. The position peaked at $303K in Q2 2026. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • CX Institutional held 2,786 shares of WEC Energy worth $281K as of Q3 2026.
  • CX Institutional bought 187 WEC Energy shares in Q3 2026, an estimated $20.4K.
  • WEC Energy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #645 holding.
  • CX Institutional first reported a position in WEC Energy in Q4 2018 and has held it in 20 quarters since.
  • CX Institutional's WEC Energy position peaked at $303K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.