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Friedenthal Financial’s WEC Energy WEC Stock Holding History

Friedenthal 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 		$77.8K Buy
666
+635
+2,048% +$72.4K 0.04% 135
2026
Q1 		$3.59K Hold
31
– – ﹤0.01% 208
2025
Q4 		$3.27K Hold
31
– – ﹤0.01% 212
2025
Q3 		$3.55K Sell
31
-9,227
-100% -$1M ﹤0.01% 226
2025
Q2 		$965K Buy
9,258
+8,518
+1,151% +$906K 0.53% 44
2025
Q1 		$80.6K Buy
+740
New +$75.6K 0.05% 122
2024
Q4 		– Sell
-522
Closed -$50.2K – 332
2024
Q3 		$50.2K Buy
+522
New +$46.3K 0.03% 150

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

Friedenthal Financial's WEC Position: Q2 2026 in Review

Friedenthal Financial increased its WEC Energy (WEC) stake by 2,048% in Q2 2026, buying an estimated $72.4K and bringing the position to 666 shares worth $77.8K. The position accounts for 0.04% of the portfolio, ranked #135.

Friedenthal Financial first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $965K in Q2 2025. 283 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Friedenthal Financial held 666 shares of WEC Energy worth $77.8K as of Q2 2026.
  • Friedenthal Financial bought 635 WEC Energy shares in Q2 2026, an estimated $72.4K.
  • WEC Energy made up 0.04% of Friedenthal Financial's portfolio in Q2 2026, its #135 holding.
  • Friedenthal Financial first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • Friedenthal Financial's WEC Energy position peaked at $965K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.