Investors Research Corp’s WEC Energy WEC Stock Holding History

Investors Research Corp’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	$1.28K	Hold	11	–	–	﹤0.01%	721
2026 Q1	$1.27K	Buy	+11	New	+$1.24K	﹤0.01%	749
2025 Q4	–	Sell	-47	Closed	-$5.39K	–	903
2025 Q3	$5.39K	Hold	47	–	–	﹤0.01%	711
2025 Q2	$4.9K	Hold	47	–	–	﹤0.01%	753
2025 Q1	$5.12K	Buy	+47	New	+$4.8K	﹤0.01%	757
2024 Q4	–	Sell	-77	Closed	-$7.41K	–	990
2024 Q3	$7.41K	Hold	77	–	–	﹤0.01%	718
2024 Q2	$6.04K	Hold	77	–	–	﹤0.01%	791
2024 Q1	$6.32K	Hold	77	–	–	﹤0.01%	773
2023 Q4	$6.48K	Hold	77	–	–	﹤0.01%	793
2023 Q3	$6.2K	Hold	77	–	–	﹤0.01%	812
2023 Q2	$6.79K	Hold	77	–	–	﹤0.01%	821
2023 Q1	$7.3K	Hold	77	–	–	﹤0.01%	819
2022 Q4	$7.22K	Buy	+77	New	+$7.12K	﹤0.01%	815
2020 Q1	–	Sell	-139	Closed	-$13K	–	1151
2019 Q4	$13K	Hold	139	–	–	0.01%	794
2019 Q3	$13K	Buy	+139	New	+$12.5K	0.01%	798

Other funds holding WEC

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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return