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GoalVest Advisory’s WEC Energy WEC Stock Holding History

GoalVest 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 		$34.3K Hold
294
– – 0.01% 248
2026
Q1 		$34K Hold
294
– – 0.01% 266
2025
Q4 		$31K Buy
294
+104
+55% +$11.5K 0.01% 290
2025
Q3 		$21.8K Hold
190
– – ﹤0.01% 286
2025
Q2 		$19.8K Buy
+190
New +$20.2K ﹤0.01% 272
2024
Q2 		– Sell
-70
Closed -$5.75K – 411
2024
Q1 		$5.75K Sell
70
-20
-22% -$1.61K ﹤0.01% 338
2023
Q4 		$7.58K Buy
+90
New +$7.41K ﹤0.01% 270
2023
Q3 		– Sell
-128
Closed -$11.3K – 486
2023
Q2 		$11.3K Buy
+128
New +$11.8K 0.01% 245

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

GoalVest Advisory's WEC Position: Q2 2026 in Review

GoalVest Advisory held its WEC Energy (WEC) position steady in Q2 2026 at 294 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #248.

GoalVest Advisory first reported a position in WEC in Q2 2023 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • GoalVest Advisory held 294 shares of WEC Energy worth $34.3K as of Q2 2026.
  • GoalVest Advisory left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #248 holding.
  • GoalVest Advisory first reported a position in WEC Energy in Q2 2023 and has held it in 8 quarters since.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.