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Ipswich Investment Management’s WEC Energy WEC Stock Holding History

Ipswich Investment Management’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 		$212K Hold
1,812
– – 0.04% 182
2026
Q1 		$210K Buy
+1,812
New +$204K 0.05% 179
2025
Q4 		– Sell
-1,812
Closed -$208K – 191
2025
Q3 		$208K Buy
+1,812
New +$196K 0.05% 178
2025
Q1 		– Sell
-2,512
Closed -$236K – 192
2024
Q4 		$236K Hold
2,512
– – 0.06% 172
2024
Q3 		$242K Sell
2,512
-60
-2% -$5.32K 0.06% 175
2024
Q2 		$202K Hold
2,572
– – 0.05% 182
2024
Q1 		$211K Hold
2,572
– – 0.05% 187
2023
Q4 		$216K Hold
2,572
– – 0.05% 180
2023
Q3 		$207K Hold
2,572
– – 0.06% 177
2023
Q2 		$227K Buy
2,572
+350
+16% +$32.3K 0.06% 174
2023
Q1 		$211K Hold
2,222
– – 0.06% 177
2022
Q4 		$208K Buy
+2,222
New +$205K 0.06% 174
2022
Q3 		– Sell
-3,600
Closed -$362K – 179
2022
Q2 		$362K Sell
3,600
-1,200
-25% -$122K 0.1% 138
2022
Q1 		$479K Hold
4,800
– – 0.12% 131
2021
Q4 		$466K Hold
4,800
– – 0.11% 139
2021
Q3 		$423K Hold
4,800
– – 0.11% 141
2021
Q2 		$427K Hold
4,800
– – 0.11% 140
2021
Q1 		$449K Sell
4,800
-6,769
-59% -$590K 0.13% 124
2020
Q4 		$1.06M Sell
11,569
-20
-0.2% -$1.95K 0.32% 81
2020
Q3 		$1.12M Sell
11,589
-60
-0.5% -$5.59K 0.36% 68
2020
Q2 		$1.02M Sell
11,649
-510
-4% -$46K 0.35% 71
2020
Q1 		$1.07M Sell
12,159
-130
-1% -$12.5K 0.42% 62
2019
Q4 		$1.13M Sell
12,289
-175
-1% -$16K 0.33% 74
2019
Q3 		$1.19M Sell
12,464
-80
-0.6% -$7.21K 0.38% 66
2019
Q2 		$1.05M Sell
12,544
-30
-0.2% -$2.41K 0.33% 75
2019
Q1 		$994K Sell
12,574
-255
-2% -$18.9K 0.32% 74
2018
Q4 		$889K Buy
12,829
+130
+1% +$9.13K 0.33% 71
2018
Q3 		$848K Sell
12,699
-234
-2% -$15.6K 0.29% 81
2018
Q2 		$836K Sell
12,933
-450
-3% -$28K 0.38% 64
2018
Q1 		$839K Sell
13,383
-962
-7% -$59.7K 0.35% 72
2017
Q4 		$953K Sell
14,345
-180
-1% -$12.1K 0.4% 64
2017
Q3 		$912K Sell
14,525
-370
-2% -$23.6K 0.41% 64
2017
Q2 		$914K Sell
14,895
-330
-2% -$20.4K 0.43% 64
2017
Q1 		$923K Buy
15,225
+880
+6% +$51.9K 0.4% 66
2016
Q4 		$841K Sell
14,345
-415
-3% -$23.8K 0.38% 67
2016
Q3 		$884K Buy
14,760
+5,200
+54% +$325K 0.43% 61
2016
Q2 		$624K Buy
9,560
+6,860
+254% +$413K 0.31% 73
2016
Q1 		$162K Buy
+2,700
New +$151K 0.08% 139
2014
Q3 		– Sell
-4,400
Closed -$206K – 145
2014
Q2 		$206K Buy
+4,400
New +$204K 0.08% 136

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

Ipswich Investment Management's WEC Position: Q2 2026 in Review

Ipswich Investment Management held its WEC Energy (WEC) position steady in Q2 2026 at 1,812 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #182.

Ipswich Investment Management first reported a position in WEC in Q2 2014 and has held it in 39 quarters since. The position peaked at $1.19M in Q3 2019. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ipswich Investment Management held 1,812 shares of WEC Energy worth $212K as of Q2 2026.
  • Ipswich Investment Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.04% of Ipswich Investment Management's portfolio in Q2 2026, its #182 holding.
  • Ipswich Investment Management first reported a position in WEC Energy in Q2 2014 and has held it in 39 quarters since.
  • Ipswich Investment Management's WEC Energy position peaked at $1.19M in Q3 2019.
  • 313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.