First Pacific Financial’s WEC Energy WEC Stock Holding History

First Pacific Financial’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	$105K	Hold	902	–	–	0.01%	204
2026 Q1	$104K	Hold	902	–	–	0.01%	193
2025 Q4	$95.1K	Hold	902	–	–	0.01%	200
2025 Q3	$103K	Hold	902	–	–	0.01%	196
2025 Q2	$94K	Sell	902 -41	-4%	-$4.36K	0.01%	206
2025 Q1	$103K	Buy	943 +41	+5%	+$4.19K	0.02%	163
2024 Q4	$84.8K	Hold	902	–	–	0.02%	185
2024 Q3	$86.8K	Hold	902	–	–	0.02%	171
2024 Q2	$70.8K	Hold	902	–	–	0.02%	162
2024 Q1	$74.1K	Hold	902	–	–	0.02%	160
2023 Q4	$75.9K	Hold	902	–	–	0.02%	160
2023 Q3	$72.7K	Hold	902	–	–	0.03%	141
2023 Q2	$79.6K	Buy	+902	New	+$83.3K	0.03%	128

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

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 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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

First Pacific Financial's WEC Position: Q2 2026 in Review

First Pacific Financial held its WEC Energy (WEC) position steady in Q2 2026 at 902 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #204.

First Pacific Financial first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. 493 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

First Pacific Financial held 902 shares of WEC Energy worth $105K as of Q2 2026.
First Pacific Financial left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #204 holding.
First Pacific Financial first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
493 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.