IF
WEC icon

Intrua Financial’s WEC Energy WEC Stock Holding History

Intrua Financial’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 		$995K Sell
8,518
-74
-0.9% -$8.44K 0.09% 163
2026
Q1 		$995K Buy
8,592
+307
+4% +$34.5K 0.1% 160
2025
Q4 		$874K Buy
8,285
+326
+4% +$36.1K 0.09% 169
2025
Q3 		$912K Sell
7,959
-332
-4% -$36K 0.1% 160
2025
Q2 		$864K Sell
8,291
-126
-1% -$13.4K 0.12% 133
2025
Q1 		$917K Sell
8,417
-32
-0.4% -$3.27K 0.13% 121
2024
Q4 		$795K Buy
8,449
+199
+2% +$19.3K 0.12% 132
2024
Q3 		$793K Buy
8,250
+2,585
+46% +$229K 0.12% 146
2024
Q2 		$444K Buy
5,665
+1
+0% +$81 0.07% 245
2024
Q1 		$465K Sell
5,664
-251
-4% -$20.2K 0.07% 250
2023
Q4 		$498K Buy
+5,915
New +$487K 0.07% 226
2023
Q3 		– Sell
-2,405
Closed -$212K – 378
2023
Q2 		$212K Sell
2,405
-4
-0.2% -$370 0.04% 337
2023
Q1 		$226K Sell
2,409
-296
-11% -$27.4K 0.05% 299
2022
Q4 		$248K Buy
+2,705
New +$250K 0.06% 280

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Intrua Financial's WEC Position: Q2 2026 in Review

Intrua Financial reduced its WEC Energy (WEC) stake by 0.86% in Q2 2026, selling an estimated $8.44K and leaving 8,518 shares worth $995K. The position accounts for 0.09% of the portfolio, ranked #163.

Intrua Financial first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $995K in Q1 2026. 628 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Intrua Financial held 8,518 shares of WEC Energy worth $995K as of Q2 2026.
  • Intrua Financial sold 74 WEC Energy shares in Q2 2026, an estimated $8.44K.
  • WEC Energy made up 0.09% of Intrua Financial's portfolio in Q2 2026, its #163 holding.
  • Intrua Financial first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
  • Intrua Financial's WEC Energy position peaked at $995K in Q1 2026.
  • 628 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.