HC
WEC icon

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
Q3 		$18.1K Hold
180
– – 0.01% 143
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Hoese & Co's WEC Position: Q3 2026 in Review

Hoese & Co held its WEC Energy (WEC) position steady in Q3 2026 at 180 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #143.

Hoese & Co first reported a position in WEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $21K in Q2 2026. 333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Hoese & Co held 180 shares of WEC Energy worth $18.1K as of Q3 2026.
  • Hoese & Co left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.01% of Hoese & Co's portfolio in Q3 2026, its #143 holding.
  • Hoese & Co first reported a position in WEC Energy in Q2 2025 and has held it in 6 quarters since.
  • Hoese & Co's WEC Energy position peaked at $21K in Q2 2026.
  • 333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.