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Hibernia Wealth Partners’s WEC Energy WEC Stock Holding History

Hibernia Wealth Partners’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 		– Sell
-3,367
Closed -$390K – 127
2026
Q1 		$390K Buy
3,367
+106
+3% +$11.9K 0.12% 74
2025
Q4 		$344K Buy
+3,261
New +$361K 0.1% 74
2025
Q3 		– Sell
-2,672
Closed -$278K – 105
2025
Q2 		$278K Buy
+2,672
New +$284K 0.09% 81

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

Hibernia Wealth Partners's WEC Position: Q2 2026 in Review

Hibernia Wealth Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 3,367 shares — an estimated $390K sold.

Hibernia Wealth Partners first reported a position in WEC in Q2 2025 and held it in 3 quarters. The position peaked at $390K in Q1 2026. 432 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hibernia Wealth Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Hibernia Wealth Partners sold 3,367 WEC Energy shares in Q2 2026, an estimated $390K.
  • Hibernia Wealth Partners first reported a position in WEC Energy in Q2 2025 and held it in 3 quarters.
  • Hibernia Wealth Partners's WEC Energy position peaked at $390K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.