FFO
WEC icon

Fortitude Family Office’s WEC Energy WEC Stock Holding History

Fortitude Family Office’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 		$27.6K Buy
236
+49
+26% +$5.59K 0.01% 442
2026
Q1 		$21.6K Buy
187
+52
+39% +$5.84K ﹤0.01% 414
2025
Q4 		$14.2K Sell
135
-1
-0.7% -$111 ﹤0.01% 476
2025
Q3 		$15.6K Sell
136
-10
-7% -$1.08K ﹤0.01% 450
2025
Q2 		$15.2K Buy
146
+33
+29% +$3.51K 0.01% 441
2025
Q1 		$12.3K Sell
113
-97
-46% -$9.91K ﹤0.01% 488
2024
Q4 		$19.7K Hold
210
– – 0.01% 454
2024
Q3 		$20.2K Buy
210
+130
+163% +$11.5K 0.01% 414
2024
Q2 		$6.28K Hold
80
– – ﹤0.01% 515
2024
Q1 		$6.57K Sell
80
-317
-80% -$25.5K ﹤0.01% 499
2023
Q4 		$33.4K Buy
+397
New +$32.7K 0.02% 223

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

Fortitude Family Office's WEC Position: Q2 2026 in Review

Fortitude Family Office increased its WEC Energy (WEC) stake by 26% in Q2 2026, buying an estimated $5.59K and bringing the position to 236 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #442.

Fortitude Family Office first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.4K in Q4 2023. 369 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Fortitude Family Office held 236 shares of WEC Energy worth $27.6K as of Q2 2026.
  • Fortitude Family Office bought 49 WEC Energy shares in Q2 2026, an estimated $5.59K.
  • WEC Energy made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #442 holding.
  • Fortitude Family Office first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's WEC Energy position peaked at $33.4K in Q4 2023.
  • 369 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.