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Hoese & Co’s WEC Energy WEC Stock Holding History

Hoese & Co’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 		$21K Hold
180
– – 0.01% 141
2026
Q1 		$20.8K Hold
180
– – 0.02% 112
2025
Q4 		$19K Hold
180
– – 0.01% 116
2025
Q3 		$20.6K Hold
180
– – 0.02% 105
2025
Q2 		$18.8K Buy
+180
New +$19.2K 0.02% 125

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

Hoese & Co's WEC Position: Q2 2026 in Review

Hoese & Co held its WEC Energy (WEC) position steady in Q2 2026 at 180 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #141.

Hoese & Co first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hoese & Co held 180 shares of WEC Energy worth $21K as of Q2 2026.
  • Hoese & Co left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Hoese & Co's portfolio in Q2 2026, its #141 holding.
  • Hoese & Co first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.