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Isthmus Partners’s WEC Energy WEC Stock Holding History

Isthmus Partners’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 		$249K Hold
2,129
– – 0.02% 208
2026
Q1 		$246K Sell
2,129
-131
-6% -$14.7K 0.03% 203
2025
Q4 		$238K Sell
2,260
-669
-23% -$74.1K 0.03% 199
2025
Q3 		$336K Hold
2,929
– – 0.07% 100
2025
Q2 		$305K Hold
2,929
– – 0.04% 185
2025
Q1 		$319K Hold
2,929
– – 0.04% 176
2024
Q4 		$275K Hold
2,929
– – 0.03% 189
2024
Q3 		$282K Hold
2,929
– – 0.03% 177
2024
Q2 		$230K Hold
2,929
– – 0.03% 189
2024
Q1 		$241K Hold
2,929
– – 0.03% 190
2023
Q4 		$247K Hold
2,929
– – 0.03% 185
2023
Q3 		$236K Hold
2,929
– – 0.03% 160
2023
Q2 		$258K Hold
2,929
– – 0.04% 158
2023
Q1 		$278K Buy
2,929
+400
+16% +$37K 0.04% 153
2022
Q4 		$237K Hold
2,529
– – 0.04% 159
2022
Q3 		$226K Hold
2,529
– – 0.04% 156
2022
Q2 		$255K Hold
2,529
– – 0.05% 136
2022
Q1 		$252K Hold
2,529
– – 0.04% 141
2021
Q4 		$245K Sell
2,529
-1,253
-33% -$115K 0.04% 143
2021
Q3 		$334K Sell
3,782
-300
-7% -$28.1K 0.06% 131
2021
Q2 		$363K Sell
4,082
-100
-2% -$9.42K 0.06% 129
2021
Q1 		$391K Hold
4,182
– – 0.07% 123
2020
Q4 		$385K Hold
4,182
– – 0.08% 120
2020
Q3 		$405K Hold
4,182
– – 0.09% 115
2020
Q2 		$367K Hold
4,182
– – 0.09% 120
2020
Q1 		$369K Hold
4,182
– – 0.11% 112
2019
Q4 		$386K Hold
4,182
– – 0.09% 119
2019
Q3 		$398K Hold
4,182
– – 0.09% 118
2019
Q2 		$349K Buy
+4,182
New +$335K 0.08% 120
2019
Q1 		– Sell
-4,282
Closed -$297K – 196
2018
Q4 		$297K Buy
+4,282
New +$301K 0.09% 123
2018
Q3 		– Sell
-4,382
Closed -$283K – 285
2018
Q2 		$283K Hold
4,382
– – 0.07% 118
2018
Q1 		$275K Hold
4,382
– – 0.07% 118
2017
Q4 		$291K Sell
4,382
-200
-4% -$13.4K 0.08% 117
2017
Q3 		$288K Hold
4,582
– – 0.08% 118
2017
Q2 		$281K Hold
4,582
– – 0.08% 119
2017
Q1 		$278K Sell
4,582
-600
-12% -$35.4K 0.08% 122
2016
Q4 		$304K Hold
5,182
– – 0.09% 119
2016
Q3 		$298K Sell
5,182
-128
-2% -$7.99K 0.09% 117
2016
Q2 		$347K Hold
5,310
– – 0.11% 112
2016
Q1 		$319K Sell
5,310
-9,078
-63% -$508K 0.11% 111
2015
Q4 		$744K Buy
14,388
+7,394
+106% +$377K 0.26% 67
2015
Q3 		$365K Sell
6,994
-1
-0% -$49 0.13% 105
2015
Q2 		$315K Buy
6,995
+5,395
+337% +$259K 0.1% 116
2015
Q1 		$79K Hold
1,600
– – 0.03% 156
2014
Q4 		$84K Buy
+1,600
New +$78.5K 0.03% 156

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Isthmus Partners's WEC Position: Q2 2026 in Review

Isthmus Partners held its WEC Energy (WEC) position steady in Q2 2026 at 2,129 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #208.

Isthmus Partners first reported a position in WEC in Q4 2014 and has held it in 45 quarters since. The position peaked at $744K in Q4 2015. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Isthmus Partners held 2,129 shares of WEC Energy worth $249K as of Q2 2026.
  • Isthmus Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.02% of Isthmus Partners's portfolio in Q2 2026, its #208 holding.
  • Isthmus Partners first reported a position in WEC Energy in Q4 2014 and has held it in 45 quarters since.
  • Isthmus Partners's WEC Energy position peaked at $744K in Q4 2015.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.