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GHP Investment Advisors’s WEC Energy WEC Stock Holding History

GHP Investment Advisors’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 		$6.42K Hold
55
– – ﹤0.01% 862
2026
Q1 		$6.37K Sell
55
-518
-90% -$58.2K ﹤0.01% 870
2025
Q4 		$60.4K Buy
573
+4
+0.7% +$443 ﹤0.01% 501
2025
Q3 		$65.2K Buy
569
+5
+0.9% +$542 ﹤0.01% 490
2025
Q2 		$58.8K Buy
564
+509
+925% +$54.2K ﹤0.01% 501
2025
Q1 		$5.99K Hold
55
– – ﹤0.01% 746
2024
Q4 		$5.17K Sell
55
-13
-19% -$1.26K ﹤0.01% 793
2024
Q3 		$6.54K Sell
68
-63
-48% -$5.58K ﹤0.01% 774
2024
Q2 		$10.3K Buy
+131
New +$10.6K ﹤0.01% 685
2022
Q2 		– Sell
-47
Closed -$5K – 1037
2022
Q1 		$5K Buy
+47
New +$4.44K ﹤0.01% 831

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

GHP Investment Advisors's WEC Position: Q2 2026 in Review

GHP Investment Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 55 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

GHP Investment Advisors first reported a position in WEC in Q1 2022 and has held it in 10 quarters since. The position peaked at $65.2K in Q3 2025. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • GHP Investment Advisors held 55 shares of WEC Energy worth $6.42K as of Q2 2026.
  • GHP Investment Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #862 holding.
  • GHP Investment Advisors first reported a position in WEC Energy in Q1 2022 and has held it in 10 quarters since.
  • GHP Investment Advisors's WEC Energy position peaked at $65.2K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.