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Impact Partnership Wealth’s WEC Energy WEC Stock Holding History

Impact Partnership Wealth’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 		$444K Buy
3,802
+32
+0.8% +$3.65K 0.04% 277
2026
Q1 		$436K Hold
3,770
– – 0.05% 220
2025
Q4 		$398K Buy
+3,770
New +$417K 0.05% 234

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Impact Partnership Wealth's WEC Position: Q2 2026 in Review

Impact Partnership Wealth increased its WEC Energy (WEC) stake by 0.85% in Q2 2026, buying an estimated $3.65K and bringing the position to 3,802 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #277.

Impact Partnership Wealth first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Impact Partnership Wealth held 3,802 shares of WEC Energy worth $444K as of Q2 2026.
  • Impact Partnership Wealth bought 32 WEC Energy shares in Q2 2026, an estimated $3.65K.
  • WEC Energy made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #277 holding.
  • Impact Partnership Wealth first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.