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Hennion & Walsh Asset Management’s WEC Energy WEC Stock Holding History

Hennion & Walsh Asset 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 		$4.59M Buy
39,313
+2,518
+7% +$287K 0.13% 205
2026
Q1 		$4.26M Buy
36,795
+2,688
+8% +$302K 0.14% 185
2025
Q4 		$3.6M Sell
34,107
-298
-0.9% -$33K 0.12% 210
2025
Q3 		$3.94M Buy
34,405
+179
+0.5% +$19.4K 0.14% 177
2025
Q2 		$3.57M Buy
34,226
+949
+3% +$101K 0.14% 176
2025
Q1 		$3.63M Buy
33,277
+2,691
+9% +$275K 0.16% 163
2024
Q4 		$2.88M Buy
30,586
+1,123
+4% +$109K 0.13% 199
2024
Q3 		$2.83M Sell
29,463
-1,986
-6% -$176K 0.13% 202
2024
Q2 		$2.47M Sell
31,449
-663
-2% -$53.9K 0.13% 215
2024
Q1 		$2.64M Sell
32,112
-969
-3% -$77.9K 0.14% 202
2023
Q4 		$2.78M Sell
33,081
-352
-1% -$29K 0.16% 184
2023
Q3 		$2.69M Sell
33,433
-663
-2% -$57.6K 0.17% 159
2023
Q2 		$3.01M Sell
34,096
-12,040
-26% -$1.11M 0.18% 148
2023
Q1 		$4.37M Buy
46,136
+2,709
+6% +$251K 0.27% 88
2022
Q4 		$4.07M Sell
43,427
-8,144
-16% -$753K 0.25% 100
2022
Q3 		$4.61M Sell
51,571
-7,303
-12% -$746K 0.3% 77
2022
Q2 		$5.92M Sell
58,874
-14,684
-20% -$1.49M 0.37% 64
2022
Q1 		$7.34M Sell
73,558
-386
-0.5% -$36.5K 0.39% 61
2021
Q4 		$7.18M Sell
73,944
-816
-1% -$74.6K 0.35% 72
2021
Q3 		$6.59M Buy
74,760
+4,382
+6% +$411K 0.35% 66
2021
Q2 		$6.26M Buy
70,378
+15,116
+27% +$1.42M 0.33% 68
2021
Q1 		$5.17M Buy
+55,262
New +$4.82M 0.31% 82

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

Hennion & Walsh Asset Management's WEC Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its WEC Energy (WEC) stake by 6.8% in Q2 2026, buying an estimated $287K and bringing the position to 39,313 shares worth $4.59M. The position accounts for 0.13% of the portfolio, ranked #205.

Hennion & Walsh Asset Management first reported a position in WEC in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.34M in Q1 2022. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hennion & Walsh Asset Management held 39,313 shares of WEC Energy worth $4.59M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 2,518 WEC Energy shares in Q2 2026, an estimated $287K.
  • WEC Energy made up 0.13% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #205 holding.
  • Hennion & Walsh Asset Management first reported a position in WEC Energy in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's WEC Energy position peaked at $7.34M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.