Darwin Wealth Management’s WEC Energy WEC Stock Holding History

Darwin Wealth Management’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	$7.6K	Buy	65 +1	+2%	+$114	﹤0.01%	409
2026 Q1	$7.47K	Hold	64	–	–	﹤0.01%	384
2025 Q4	$6.75K	Hold	64	–	–	﹤0.01%	412
2025 Q3	$7.33K	Hold	64	–	–	﹤0.01%	392
2025 Q2	$6.67K	Hold	64	–	–	﹤0.01%	384
2025 Q1	$6.02K	Hold	64	–	–	﹤0.01%	423
2024 Q4	$6.02K	Hold	64	–	–	﹤0.01%	423
2024 Q3	$6.16K	Buy	+64	New	+$5.67K	﹤0.01%	433
2020 Q2	–	Sell	-341	Closed	-$30K	–	792
2020 Q1	$30K	Buy	+341	New	+$32.8K	0.01%	304

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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) 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

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Darwin Wealth Management's WEC Position: Q2 2026 in Review

Darwin Wealth Management increased its WEC Energy (WEC) stake by 1.6% in Q2 2026, buying an estimated $114 and bringing the position to 65 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Darwin Wealth Management first reported a position in WEC in Q1 2020 and has held it in 9 quarters since. The position peaked at $30K in Q1 2020. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Darwin Wealth Management held 65 shares of WEC Energy worth $7.6K as of Q2 2026.
Darwin Wealth Management bought 1 WEC Energy share in Q2 2026, an estimated $114.
WEC Energy made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #409 holding.
Darwin Wealth Management first reported a position in WEC Energy in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's WEC Energy position peaked at $30K in Q1 2020.
357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.