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Fedenia Advisers’s WEC Energy WEC Stock Holding History

Fedenia Advisers’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 		$19.6K Buy
+168
New +$19.2K ﹤0.01% 310
2025
Q1 		– Sell
-135
Closed -$12.7K – 440
2024
Q4 		$12.7K Buy
+135
New +$13.1K 0.01% 321

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
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)
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

Fedenia Advisers's WEC Position: Q2 2026 in Review

Fedenia Advisers opened a new position in WEC Energy (WEC) in Q2 2026: 168 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in WEC as recently as Q4 2024.

Fedenia Advisers first reported a position in WEC in Q4 2024 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Fedenia Advisers held 168 shares of WEC Energy worth $19.6K as of Q2 2026.
  • WEC Energy was a new Fedenia Advisers position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Fedenia Advisers's portfolio in Q2 2026, its #310 holding.
  • Fedenia Advisers first reported a position in WEC Energy in Q4 2024 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.