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Gladstone Institutional Advisory’s WEC Energy WEC Stock Holding History

Gladstone Institutional Advisory’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 		$381K Buy
3,263
+107
+3% +$12.2K 0.01% 673
2026
Q1 		$365K Buy
3,156
+329
+12% +$37K 0.01% 613
2025
Q4 		$298K Sell
2,827
-308
-10% -$34.1K 0.01% 630
2025
Q3 		$359K Buy
3,135
+120
+4% +$13K 0.01% 596
2025
Q2 		$314K Sell
3,015
-634
-17% -$67.5K 0.01% 597
2025
Q1 		$398K Buy
3,649
+332
+10% +$33.9K 0.02% 527
2024
Q4 		$312K Sell
3,317
-4
-0.1% -$388 0.01% 571
2024
Q3 		$319K Buy
3,321
+71
+2% +$6.29K 0.02% 563
2024
Q2 		$255K Buy
3,250
+615
+23% +$50K 0.01% 574
2024
Q1 		$216K Sell
2,635
-640
-20% -$51.5K 0.01% 593
2023
Q4 		$276K Buy
3,275
+543
+20% +$44.7K 0.02% 545
2023
Q3 		$220K Sell
2,732
-227
-8% -$19.7K 0.01% 557
2023
Q2 		$261K Buy
2,959
+10
+0.3% +$924 0.02% 542
2023
Q1 		$280K Buy
2,949
+449
+18% +$41.6K 0.02% 541
2022
Q4 		$234K Buy
2,500
+186
+8% +$17.2K 0.02% 563
2022
Q3 		$207K Buy
2,314
+6
+0.3% +$613 0.02% 577
2022
Q2 		$232K Sell
2,308
-529
-19% -$53.6K 0.02% 568
2022
Q1 		$283K Sell
2,837
-350
-11% -$33.1K 0.02% 567
2021
Q4 		$309K Sell
3,187
-603
-16% -$55.1K 0.02% 471
2021
Q3 		$334K Buy
+3,790
New +$355K 0.03% 406

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Gladstone Institutional Advisory's WEC Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its WEC Energy (WEC) stake by 3.4% in Q2 2026, buying an estimated $12.2K and bringing the position to 3,263 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #673.

Gladstone Institutional Advisory first reported a position in WEC in Q3 2021 and has held it in 20 quarters since. The position peaked at $398K in Q1 2025. 437 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Gladstone Institutional Advisory held 3,263 shares of WEC Energy worth $381K as of Q2 2026.
  • Gladstone Institutional Advisory bought 107 WEC Energy shares in Q2 2026, an estimated $12.2K.
  • WEC Energy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #673 holding.
  • Gladstone Institutional Advisory first reported a position in WEC Energy in Q3 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's WEC Energy position peaked at $398K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.