Financial Management Professionals’s WEC Energy WEC Stock Holding History

Financial Management Professionals’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	$1.42K	Hold	12	–	–	﹤0.01%	828
2026 Q1	$1.41K	Sell	12 -104	-90%	-$11.7K	﹤0.01%	773
2025 Q4	$12.2K	Buy	116 +1	+0.9%	+$111	﹤0.01%	500
2025 Q3	$13.2K	Buy	115 +1	+0.9%	+$108	﹤0.01%	476
2025 Q2	$11.9K	Hold	114	–	–	﹤0.01%	509
2025 Q1	$12.4K	Buy	114 +9	+9%	+$919	﹤0.01%	491
2024 Q4	$9.85K	Buy	105 +5	+5%	+$485	﹤0.01%	514
2024 Q3	$10K	Buy	100 +1	+1%	+$89	﹤0.01%	533
2024 Q2	$8K	Buy	99 +1	+1%	+$81	﹤0.01%	526
2024 Q1	$8K	Sell	98 -111	-53%	-$8.93K	﹤0.01%	583
2023 Q4	$18K	Hold	209	–	–	﹤0.01%	426
2023 Q3	$17K	Sell	209 -4	-2%	-$348	﹤0.01%	405
2023 Q2	$19K	Sell	213 -4	-2%	-$370	﹤0.01%	424
2023 Q1	$21K	Buy	217 +85	+64%	+$7.87K	﹤0.01%	416
2022 Q4	$12K	Sell	132 -14	-10%	-$1.29K	﹤0.01%	470
2022 Q3	$13K	Buy	146 +2	+1%	+$204	﹤0.01%	438
2022 Q2	$14K	Buy	144 +28	+24%	+$2.84K	﹤0.01%	431
2022 Q1	$12K	Buy	116 +4	+4%	+$378	﹤0.01%	494
2021 Q4	$11K	Hold	112	–	–	﹤0.01%	472
2021 Q3	$10K	Hold	112	–	–	﹤0.01%	486
2021 Q2	$10K	Sell	112 -10	-8%	-$942	﹤0.01%	405
2021 Q1	$11K	Hold	122	–	–	﹤0.01%	361
2020 Q4	$11K	Hold	122	–	–	﹤0.01%	337
2020 Q3	$12K	Hold	122	–	–	﹤0.01%	300
2020 Q2	$11K	Buy	122 +10	+9%	+$902	﹤0.01%	303
2020 Q1	$10K	Hold	112	–	–	﹤0.01%	169
2019 Q4	$10K	Hold	112	–	–	﹤0.01%	186
2019 Q3	$11K	Hold	112	–	–	﹤0.01%	177
2019 Q2	$9K	Hold	112	–	–	﹤0.01%	207
2019 Q1	$9K	Hold	112	–	–	﹤0.01%	169
2018 Q4	$8K	Hold	112	–	–	0.01%	165
2018 Q3	$7K	Hold	112	–	–	﹤0.01%	197
2018 Q2	$7K	Hold	112	–	–	﹤0.01%	184
2018 Q1	$7K	Hold	112	–	–	﹤0.01%	186
2017 Q4	$7K	Hold	112	–	–	﹤0.01%	156
2017 Q3	$7K	Hold	112	–	–	﹤0.01%	154
2017 Q2	$6K	Hold	112	–	–	﹤0.01%	186
2017 Q1	$6K	Hold	112	–	–	﹤0.01%	211
2016 Q4	$6K	Sell	112 -318	-74%	-$18.2K	﹤0.01%	196
2016 Q3	$25K	Buy	430 +318	+284%	+$19.9K	0.01%	129
2016 Q2	$7K	Hold	112	–	–	﹤0.01%	267
2016 Q1	$7K	Hold	112	–	–	﹤0.01%	171
2015 Q4	$5K	Hold	112	–	–	﹤0.01%	190
2015 Q3	$6K	Hold	112	–	–	﹤0.01%	192
2015 Q2	$5K	Buy	+112	New	+$5.38K	﹤0.01%	207

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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) 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

Financial Management Professionals's WEC Position: Q2 2026 in Review

Financial Management Professionals held its WEC Energy (WEC) position steady in Q2 2026 at 12 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Financial Management Professionals first reported a position in WEC in Q2 2015 and has held it in 45 quarters since. The position peaked at $25K in Q3 2016. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Financial Management Professionals held 12 shares of WEC Energy worth $1.42K as of Q2 2026.
Financial Management Professionals left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #828 holding.
Financial Management Professionals first reported a position in WEC Energy in Q2 2015 and has held it in 45 quarters since.
Financial Management Professionals's WEC Energy position peaked at $25K in Q3 2016.
357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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