HWP
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Highline Wealth Partners’s WEC Energy WEC Stock Holding History

Highline 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 		$9.22K Buy
79
+33
+72% +$3.77K ﹤0.01% 649
2026
Q1 		$5.33K Buy
46
+15
+48% +$1.69K ﹤0.01% 710
2025
Q4 		$3.27K Sell
31
-6
-16% -$664 ﹤0.01% 696
2025
Q3 		$4.24K Buy
37
+6
+19% +$650 ﹤0.01% 622
2025
Q2 		$3.23K Sell
31
-2
-6% -$213 ﹤0.01% 548
2025
Q1 		$3.6K Buy
33
+13
+65% +$1.33K ﹤0.01% 511
2024
Q4 		$1.88K Hold
20
– – ﹤0.01% 462
2024
Q3 		$1.92K Buy
20
+10
+100% +$886 ﹤0.01% 456
2024
Q2 		$785 Hold
10
– – ﹤0.01% 465
2024
Q1 		$821 Hold
10
– – ﹤0.01% 383
2023
Q4 		$842 Hold
10
– – ﹤0.01% 352
2023
Q3 		$806 Hold
10
– – ﹤0.01% 322
2023
Q2 		$882 Hold
10
– – ﹤0.01% 275
2023
Q1 		$948 Hold
10
– – ﹤0.01% 270
2022
Q4 		$938 Hold
10
– – ﹤0.01% 267
2022
Q3 		$894 Buy
+10
New +$1.02K ﹤0.01% 267

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
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

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

Highline Wealth Partners increased its WEC Energy (WEC) stake by 72% in Q2 2026, buying an estimated $3.77K and bringing the position to 79 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Highline Wealth Partners first reported a position in WEC in Q3 2022 and has held it in 16 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Highline Wealth Partners held 79 shares of WEC Energy worth $9.22K as of Q2 2026.
  • Highline Wealth Partners bought 33 WEC Energy shares in Q2 2026, an estimated $3.77K.
  • WEC Energy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #649 holding.
  • Highline Wealth Partners first reported a position in WEC Energy in Q3 2022 and has held it in 16 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.