Cypress Wealth Services’s WEC Energy WEC Stock Holding History

Cypress Wealth Services’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	$365K	Sell	3,125 -24	-0.8%	-$2.74K	0.04%	297
2026 Q1	$365K	Sell	3,149 -18	-0.6%	-$2.02K	0.05%	272
2025 Q4	$334K	Buy	3,167 +172	+6%	+$19K	0.05%	271
2025 Q3	$343K	Buy	2,995 +1	+0%	+$108	0.06%	222
2025 Q2	$312K	Buy	2,994 +24	+0.8%	+$2.55K	0.06%	224
2025 Q1	$324K	Sell	2,970 -143	-5%	-$14.6K	0.07%	204
2024 Q4	$293K	Buy	3,113 +25	+0.8%	+$2.42K	0.06%	209
2024 Q3	$297K	Buy	3,088 +28	+0.9%	+$2.48K	0.06%	205
2024 Q2	$240K	Buy	+3,060	New	+$249K	0.05%	223

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

Cypress Wealth Services's WEC Position: Q2 2026 in Review

Cypress Wealth Services reduced its WEC Energy (WEC) stake by 0.76% in Q2 2026, selling an estimated $2.74K and leaving 3,125 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #297.

Cypress Wealth Services first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Cypress Wealth Services held 3,125 shares of WEC Energy worth $365K as of Q2 2026.
Cypress Wealth Services sold 24 WEC Energy shares in Q2 2026, an estimated $2.74K.
WEC Energy made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #297 holding.
Cypress Wealth Services first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.