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Ethic Inc’s WEC Energy WEC Stock Holding History

Ethic Inc’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 		$2.07M Buy
17,724
+525
+3% +$59.9K 0.03% 501
2026
Q1 		$1.99M Sell
17,199
-65
-0.4% -$7.3K 0.03% 462
2025
Q4 		$1.82M Buy
17,264
+648
+4% +$71.7K 0.03% 488
2025
Q3 		$1.9M Buy
16,616
+1,118
+7% +$121K 0.03% 465
2025
Q2 		$1.6M Sell
15,498
-1,081
-7% -$115K 0.03% 488
2025
Q1 		$1.81M Buy
16,579
+1,132
+7% +$116K 0.04% 438
2024
Q4 		$1.45M Buy
15,447
+2,447
+19% +$237K 0.03% 500
2024
Q3 		$1.07M Buy
13,000
+437
+3% +$38.7K 0.03% 561
2024
Q2 		$986K Sell
12,563
-437
-3% -$35.5K 0.02% 569
2024
Q1 		$1.07M Buy
+13,000
New +$1.05M 0.03% 560

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Ethic Inc's WEC Position: Q2 2026 in Review

Ethic Inc increased its WEC Energy (WEC) stake by 3.1% in Q2 2026, buying an estimated $59.9K and bringing the position to 17,724 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #501.

Ethic Inc first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. 547 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ethic Inc held 17,724 shares of WEC Energy worth $2.07M as of Q2 2026.
  • Ethic Inc bought 525 WEC Energy shares in Q2 2026, an estimated $59.9K.
  • WEC Energy made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #501 holding.
  • Ethic Inc first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • 547 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.