JWCA
WEC icon

J.W. Cole Advisors’s WEC Energy WEC Stock Holding History

J.W. Cole Advisors’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 		$2.37M Sell
20,313
-1,850
-8% -$211K 0.04% 441
2026
Q1 		$2.57M Buy
22,163
+399
+2% +$44.8K 0.09% 207
2025
Q4 		$2.23M Sell
21,764
-6,278
-22% -$695K 0.05% 352
2025
Q3 		$3.21M Buy
28,042
+3,113
+12% +$337K 0.06% 305
2025
Q2 		$2.6M Buy
24,929
+372
+2% +$39.6K 0.06% 328
2025
Q1 		$2.68M Buy
+24,557
New +$2.51M 0.08% 243
2023
Q4 		– Sell
-3,349
Closed -$270K – 861
2023
Q3 		$270K Sell
3,349
-793
-19% -$68.9K 0.02% 590
2023
Q2 		$366K Sell
4,142
-88
-2% -$8.13K 0.03% 520
2023
Q1 		$401K Buy
4,230
+1,404
+50% +$130K 0.03% 501
2022
Q4 		$265K Sell
2,826
-255
-8% -$23.6K 0.02% 607
2022
Q3 		$276K Buy
3,081
+80
+3% +$8.17K 0.02% 570
2022
Q2 		$302K Buy
3,001
+740
+33% +$75K 0.02% 551
2022
Q1 		$226K Buy
2,261
+4
+0.2% +$378 0.02% 713
2021
Q4 		$219K Buy
+2,257
New +$206K 0.01% 758
2021
Q3 		– Sell
-2,271
Closed -$202K – 792
2021
Q2 		$202K Buy
2,271
+38
+2% +$3.58K 0.02% 701
2021
Q1 		$209K Buy
2,233
+48
+2% +$4.18K 0.02% 616
2020
Q4 		$201K Sell
2,185
-13,836
-86% -$1.35M 0.02% 596
2020
Q3 		$1.55M Buy
+16,021
New +$1.49M 0.12% 187

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

J.W. Cole Advisors's WEC Position: Q2 2026 in Review

J.W. Cole Advisors reduced its WEC Energy (WEC) stake by 8.3% in Q2 2026, selling an estimated $211K and leaving 20,313 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #441.

J.W. Cole Advisors first reported a position in WEC in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.21M in Q3 2025. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • J.W. Cole Advisors held 20,313 shares of WEC Energy worth $2.37M as of Q2 2026.
  • J.W. Cole Advisors sold 1,850 WEC Energy shares in Q2 2026, an estimated $211K.
  • WEC Energy made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #441 holding.
  • J.W. Cole Advisors first reported a position in WEC Energy in Q3 2020 and has held it in 18 quarters since.
  • J.W. Cole Advisors's WEC Energy position peaked at $3.21M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.