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Golden State Wealth Management’s WEC Energy WEC Stock Holding History

Golden State Wealth Management’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 		$13.4K Hold
115
– – ﹤0.01% 1045
2026
Q1 		$13.3K Hold
115
– – ﹤0.01% 1019
2025
Q4 		$12.1K Buy
115
+44
+62% +$4.87K ﹤0.01% 1055
2025
Q3 		$8.14K Hold
71
– – ﹤0.01% 1152
2025
Q2 		$7.4K Hold
71
– – ﹤0.01% 1148
2025
Q1 		$7.74K Sell
71
-26
-27% -$2.65K ﹤0.01% 1071
2024
Q4 		$9.12K Buy
+97
New +$9.4K ﹤0.01% 986
2020
Q2 		– Sell
-46
Closed -$4K – 915
2020
Q1 		$4K Buy
+46
New +$4.42K ﹤0.01% 792
2019
Q4 		– Sell
-118
Closed -$11K – 957
2019
Q3 		$11K Buy
118
+40
+51% +$3.6K ﹤0.01% 736
2019
Q2 		$6K Hold
78
– – ﹤0.01% 855
2019
Q1 		$6K Buy
+78
New +$5.79K ﹤0.01% 885

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

Golden State Wealth Management's WEC Position: Q2 2026 in Review

Golden State Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 115 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Golden State Wealth Management first reported a position in WEC in Q1 2019 and has held it in 11 quarters since. 355 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Golden State Wealth Management held 115 shares of WEC Energy worth $13.4K as of Q2 2026.
  • Golden State Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • Golden State Wealth Management first reported a position in WEC Energy in Q1 2019 and has held it in 11 quarters since.
  • 355 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.