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Everhart Financial Group’s WEC Energy WEC Stock Holding History

Everhart Financial Group’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 		$243K Buy
+2,082
New +$238K 0.02% 421

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's WEC Position: Q2 2026 in Review

Everhart Financial Group opened a new position in WEC Energy (WEC) in Q2 2026: 2,082 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #421 among its holdings.

245 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Everhart Financial Group held 2,082 shares of WEC Energy worth $243K as of Q2 2026.
  • WEC Energy was a new Everhart Financial Group position in Q2 2026.
  • WEC Energy made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #421 holding.
  • 245 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.