Guinness Asset Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$323K Buy
2,766
+1,051
+61% +$120K 0.01% 112
2026
Q1
$199K Buy
1,715
+683
+66% +$76.7K ﹤0.01% 111
2025
Q4
$109K Buy
1,032
+328
+47% +$36.3K ﹤0.01% 125
2025
Q3
$80.4K Buy
+704
New +$76.3K ﹤0.01% 116

Other funds holding WEC

Guinness Asset Management's WEC Position: Q2 2026 in Review

Guinness Asset Management increased its WEC Energy (WEC) stake by 61% in Q2 2026, buying an estimated $120K and bringing the position to 2,766 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #112.

Guinness Asset Management first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Guinness Asset Management held 2,766 shares of WEC Energy worth $323K as of Q2 2026.
  • Guinness Asset Management bought 1,051 WEC Energy shares in Q2 2026, an estimated $120K.
  • WEC Energy made up 0.01% of Guinness Asset Management's portfolio in Q2 2026, its #112 holding.
  • Guinness Asset Management first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Guinness Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.