Franklin, Parlapiano, Turner & Welch’s WEC Energy WEC Stock Holding History

Franklin, Parlapiano, Turner & Welch’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	$9.35M	Sell	80,089 -488	-0.6%	-$55.7K	2.11%	13
2026 Q1	$9.31M	Sell	80,577 -909	-1%	-$102K	2.22%	12
2025 Q4	$8.85M	Sell	81,486 -1,505	-2%	-$167K	2.2%	14
2025 Q3	$9.51M	Sell	82,991 -2,591	-3%	-$281K	2.4%	11
2025 Q2	$8.92M	Sell	85,582 -5,042	-6%	-$536K	2.33%	12
2025 Q1	$9.88M	Sell	90,624 -2,938	-3%	-$300K	2.66%	7
2024 Q4	$8.8M	Sell	93,562 -2,138	-2%	-$207K	2.38%	10
2024 Q3	$9.2M	Buy	95,700 +6	+0%	+$532	2.38%	11
2024 Q2	$7.51M	Buy	95,694 +441	+0.5%	+$35.8K	2.08%	17
2024 Q1	$7.82M	Buy	+95,253	New	+$7.66M	2.15%	16

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

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

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

Franklin, Parlapiano, Turner & Welch's WEC Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch reduced its WEC Energy (WEC) stake by 0.61% in Q2 2026, selling an estimated $55.7K and leaving 80,089 shares worth $9.35M. The position accounts for 2.11% of the portfolio, ranked #13.

Franklin, Parlapiano, Turner & Welch first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.88M in Q1 2025. 312 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Franklin, Parlapiano, Turner & Welch held 80,089 shares of WEC Energy worth $9.35M as of Q2 2026.
Franklin, Parlapiano, Turner & Welch sold 488 WEC Energy shares in Q2 2026, an estimated $55.7K.
WEC Energy made up 2.11% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #13 holding.
Franklin, Parlapiano, Turner & Welch first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
Franklin, Parlapiano, Turner & Welch's WEC Energy position peaked at $9.88M in Q1 2025.
312 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.