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GAMMA Investing’s WEC Energy WEC Stock Holding History

GAMMA Investing’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 		$3.51M Buy
30,049
+3,484
+13% +$397K 0.13% 125
2026
Q1 		$3.08M Buy
26,565
+5,376
+25% +$604K 0.14% 114
2025
Q4 		$2.23M Buy
21,189
+701
+3% +$77.6K 0.11% 152
2025
Q3 		$2.35M Buy
20,488
+1,496
+8% +$162K 0.13% 127
2025
Q2 		$1.98M Buy
18,992
+2,163
+13% +$230K 0.13% 145
2025
Q1 		$1.83M Buy
16,829
+2,587
+18% +$264K 0.14% 133
2024
Q4 		$1.34M Buy
14,242
+1,843
+15% +$179K 0.11% 156
2024
Q3 		$1.19M Buy
12,399
+1,522
+14% +$135K 0.12% 160
2024
Q2 		$853K Buy
10,877
+1,933
+22% +$157K 0.12% 151
2024
Q1 		$734K Buy
8,944
+1,758
+24% +$141K 0.15% 122
2023
Q4 		$580K Buy
+7,186
New +$592K 0.16% 113

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

GAMMA Investing's WEC Position: Q2 2026 in Review

GAMMA Investing increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $397K and bringing the position to 30,049 shares worth $3.51M. The position accounts for 0.13% of the portfolio, ranked #125.

GAMMA Investing first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • GAMMA Investing held 30,049 shares of WEC Energy worth $3.51M as of Q2 2026.
  • GAMMA Investing bought 3,484 WEC Energy shares in Q2 2026, an estimated $397K.
  • WEC Energy made up 0.13% of GAMMA Investing's portfolio in Q2 2026, its #125 holding.
  • GAMMA Investing first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.