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Elevation Wealth Partners’s WEC Energy WEC Stock Holding History

Elevation Wealth Partners’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 		$5.49K Hold
47
– – ﹤0.01% 994
2026
Q1 		$5.44K Buy
47
+20
+74% +$2.25K ﹤0.01% 686
2025
Q4 		$2.85K Buy
27
+24
+800% +$2.66K ﹤0.01% 736
2025
Q3 		$344 Buy
+3
New +$325 ﹤0.01% 835

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Elevation Wealth Partners's WEC Position: Q2 2026 in Review

Elevation Wealth Partners held its WEC Energy (WEC) position steady in Q2 2026 at 47 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Elevation Wealth Partners first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Elevation Wealth Partners held 47 shares of WEC Energy worth $5.49K as of Q2 2026.
  • Elevation Wealth Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #994 holding.
  • Elevation Wealth Partners first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.