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Empirical Wealth Management’s WEC Energy WEC Stock Holding History

Empirical 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 		$4.29M Sell
36,733
-16
-0% -$1.82K 0.06% 177
2026
Q1 		$4.25M Buy
36,749
+775
+2% +$87.1K 0.07% 166
2025
Q4 		$3.79M Buy
35,974
+1,097
+3% +$121K 0.07% 169
2025
Q3 		$4M Sell
34,877
-619
-2% -$67.1K 0.08% 157
2025
Q2 		$3.7M Sell
35,496
-1,573
-4% -$167K 0.08% 154
2025
Q1 		$4.04M Buy
37,069
+1,614
+5% +$165K 0.1% 145
2024
Q4 		$3.33M Sell
35,455
-2,330
-6% -$226K 0.09% 144
2024
Q3 		$3.63M Sell
37,785
-11
-0% -$975 0.1% 142
2024
Q2 		$2.97M Buy
37,796
+54
+0.1% +$4.39K 0.09% 141
2024
Q1 		$3.1M Sell
37,742
-547
-1% -$44K 0.09% 136
2023
Q4 		$3.22M Buy
+38,289
New +$3.15M 0.11% 129
2021
Q1 		– Sell
-2,478
Closed -$228K – 423
2020
Q4 		$228K Hold
2,478
– – 0.02% 325
2020
Q3 		$240K Hold
2,478
– – 0.02% 301
2020
Q2 		$217K Sell
2,478
-112
-4% -$10.1K 0.02% 307
2020
Q1 		$228K Buy
+2,590
New +$249K 0.02% 285

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Empirical Wealth Management reduced its WEC Energy (WEC) stake by 0.04% in Q2 2026, selling an estimated $1.82K and leaving 36,733 shares worth $4.29M. The position accounts for 0.06% of the portfolio, ranked #177.

Empirical Wealth Management first reported a position in WEC in Q1 2020 and has held it in 15 quarters since. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Empirical Wealth Management held 36,733 shares of WEC Energy worth $4.29M as of Q2 2026.
  • Empirical Wealth Management sold 16 WEC Energy shares in Q2 2026, an estimated $1.82K.
  • WEC Energy made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Empirical Wealth Management first reported a position in WEC Energy in Q1 2020 and has held it in 15 quarters since.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.