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Independent Wealth Network’s WEC Energy WEC Stock Holding History

Independent Wealth Network’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 		$232K Sell
1,986
-124
-6% -$14.1K 0.06% 285
2026
Q1 		$244K Sell
2,110
-587
-22% -$66K 0.07% 245
2025
Q4 		$284K Buy
2,697
+130
+5% +$14.4K 0.09% 212
2025
Q3 		$294K Buy
2,567
+103
+4% +$11.2K 0.09% 210
2025
Q2 		$257K Buy
2,464
+194
+9% +$20.6K 0.09% 215
2025
Q1 		$247K Buy
2,270
+18
+0.8% +$1.84K 0.1% 201
2024
Q4 		$212K Buy
2,252
+3
+0.1% +$291 0.09% 217
2024
Q3 		$216K Buy
+2,249
New +$199K 0.1% 202
2024
Q2 		– Sell
-2,480
Closed -$204K – 229
2024
Q1 		$204K Sell
2,480
-345
-12% -$27.7K 0.1% 206
2023
Q4 		$238K Buy
+2,825
New +$233K 0.13% 176

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Independent Wealth Network's WEC Position: Q2 2026 in Review

Independent Wealth Network reduced its WEC Energy (WEC) stake by 5.9% in Q2 2026, selling an estimated $14.1K and leaving 1,986 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #285.

Independent Wealth Network first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $294K in Q3 2025. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Independent Wealth Network held 1,986 shares of WEC Energy worth $232K as of Q2 2026.
  • Independent Wealth Network sold 124 WEC Energy shares in Q2 2026, an estimated $14.1K.
  • WEC Energy made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #285 holding.
  • Independent Wealth Network first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • Independent Wealth Network's WEC Energy position peaked at $294K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.