Investment House LLC’s WEC Energy WEC Stock Holding History

Investment House LLC’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	$852K	Hold	7,300	–	–	0.04%	155
2026 Q1	$845K	Hold	7,300	–	–	0.04%	151
2025 Q4	$770K	Hold	7,300	–	–	0.04%	152
2025 Q3	$837K	Hold	7,300	–	–	0.04%	150
2025 Q2	$761K	Hold	7,300	–	–	0.04%	155
2025 Q1	$796K	Hold	7,300	–	–	0.05%	150
2024 Q4	$686K	Hold	7,300	–	–	0.04%	149
2024 Q3	$702K	Hold	7,300	–	–	0.04%	157
2024 Q2	$573K	Hold	7,300	–	–	0.03%	154
2024 Q1	$599K	Hold	7,300	–	–	0.04%	154
2023 Q4	$614K	Hold	7,300	–	–	0.04%	140
2023 Q3	$588K	Hold	7,300	–	–	0.05%	135
2023 Q2	$644K	Hold	7,300	–	–	0.05%	135
2023 Q1	$692K	Hold	7,300	–	–	0.06%	130
2022 Q4	$684K	Hold	7,300	–	–	0.06%	116
2022 Q3	$653K	Hold	7,300	–	–	0.06%	124
2022 Q2	$735K	Hold	7,300	–	–	0.06%	114
2022 Q1	$729K	Hold	7,300	–	–	0.05%	120
2021 Q4	$709K	Hold	7,300	–	–	0.05%	129
2021 Q3	$644K	Hold	7,300	–	–	0.05%	132
2021 Q2	$649K	Hold	7,300	–	–	0.05%	139
2021 Q1	$683K	Sell	7,300 -303	-4%	-$26.4K	0.05%	127
2020 Q4	$700K	Hold	7,603	–	–	0.05%	140
2020 Q3	$737K	Hold	7,603	–	–	0.06%	130
2020 Q2	$666K	Buy	7,603 +303	+4%	+$27.3K	0.06%	126
2020 Q1	$643K	Hold	7,300	–	–	0.07%	117
2019 Q4	$673K	Hold	7,300	–	–	0.06%	137
2019 Q3	$694K	Hold	7,300	–	–	0.07%	128
2019 Q2	$609K	Hold	7,300	–	–	0.06%	131
2019 Q1	$577K	Hold	7,300	–	–	0.06%	137
2018 Q4	$506K	Hold	7,300	–	–	0.06%	129
2018 Q3	$487K	Hold	7,300	–	–	0.05%	138
2018 Q2	$472K	Hold	7,300	–	–	0.05%	139
2018 Q1	$458K	Hold	7,300	–	–	0.06%	140
2017 Q4	$485K	Hold	7,300	–	–	0.06%	138
2017 Q3	$458K	Hold	7,300	–	–	0.06%	142
2017 Q2	$448K	Hold	7,300	–	–	0.06%	146
2017 Q1	$443K	Hold	7,300	–	–	0.06%	145
2016 Q4	$428K	Sell	7,300 -400	-5%	-$22.9K	0.07%	141
2016 Q3	$461K	Hold	7,700	–	–	0.07%	148
2016 Q2	$503K	Hold	7,700	–	–	0.08%	135
2016 Q1	$463K	Hold	7,700	–	–	0.07%	136
2015 Q4	$395K	Hold	7,700	–	–	0.06%	136
2015 Q3	$402K	Hold	7,700	–	–	0.07%	130
2015 Q2	$346K	Hold	7,700	–	–	0.06%	139
2015 Q1	$381K	Hold	7,700	–	–	0.06%	133
2014 Q4	$406K	Hold	7,700	–	–	0.07%	132
2014 Q3	$331K	Hold	7,700	–	–	0.06%	134
2014 Q2	$361K	Hold	7,700	–	–	0.06%	129
2014 Q1	$358K	Hold	7,700	–	–	0.06%	128
2013 Q4	$318K	Sell	7,700 -350	-4%	-$14.5K	0.06%	129
2013 Q3	$325K	Hold	8,050	–	–	0.07%	123
2013 Q2	$330K	Buy	+8,050	New	+$341K	0.07%	115

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Investment House LLC's WEC Position: Q2 2026 in Review

Investment House LLC held its WEC Energy (WEC) position steady in Q2 2026 at 7,300 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #155.

Investment House LLC first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. 594 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Investment House LLC held 7,300 shares of WEC Energy worth $852K as of Q2 2026.
Investment House LLC left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Investment House LLC's portfolio in Q2 2026, its #155 holding.
Investment House LLC first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
594 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.