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Harbour Investment Management’s WEC Energy WEC Stock Holding History

Harbour Investment 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 		$699K Sell
5,990
-125
-2% -$14.3K 0.36% 66
2026
Q1 		$708K Sell
6,115
-815
-12% -$91.6K 0.38% 64
2025
Q4 		$731K Sell
6,930
-2,920
-30% -$323K 0.39% 61
2025
Q3 		$1.13M Sell
9,850
-1,580
-14% -$171K 0.49% 54
2025
Q2 		$1.19M Sell
11,430
-240
-2% -$25.5K 0.52% 53
2025
Q1 		$1.27M Hold
11,670
– – 0.58% 51
2024
Q4 		$1.1M Sell
11,670
-75
-0.6% -$7.27K 0.48% 52
2024
Q3 		$1.13M Hold
11,745
– – 0.5% 52
2024
Q2 		$922K Buy
11,745
+1,685
+17% +$137K 0.43% 53
2024
Q1 		$826K Buy
+10,060
New +$809K 0.39% 55

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

Harbour Investment Management's WEC Position: Q2 2026 in Review

Harbour Investment Management reduced its WEC Energy (WEC) stake by 2% in Q2 2026, selling an estimated $14.3K and leaving 5,990 shares worth $699K. The position accounts for 0.36% of the portfolio, ranked #66.

Harbour Investment Management first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2025. 426 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Harbour Investment Management held 5,990 shares of WEC Energy worth $699K as of Q2 2026.
  • Harbour Investment Management sold 125 WEC Energy shares in Q2 2026, an estimated $14.3K.
  • WEC Energy made up 0.36% of Harbour Investment Management's portfolio in Q2 2026, its #66 holding.
  • Harbour Investment Management first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • Harbour Investment Management's WEC Energy position peaked at $1.27M in Q1 2025.
  • 426 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.