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Grant Private Wealth Management’s WEC Energy WEC Stock Holding History

Grant Private 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 		$437K Buy
3,741
+1,097
+41% +$125K 0.18% 102
2026
Q1 		$306K Buy
+2,644
New +$297K 0.16% 115

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

Grant Private Wealth Management's WEC Position: Q2 2026 in Review

Grant Private Wealth Management increased its WEC Energy (WEC) stake by 41% in Q2 2026, buying an estimated $125K and bringing the position to 3,741 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #102.

Grant Private Wealth Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Grant Private Wealth Management held 3,741 shares of WEC Energy worth $437K as of Q2 2026.
  • Grant Private Wealth Management bought 1,097 WEC Energy shares in Q2 2026, an estimated $125K.
  • WEC Energy made up 0.18% of Grant Private Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Grant Private Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.