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Kerntke Otto McGlone Wealth Management Group’s WEC Energy WEC Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$243K Buy
2,084
+8
+0.4% +$913 0.15% 84
2026
Q1 		$240K Sell
2,076
-44
-2% -$4.94K 0.16% 77
2025
Q4 		$224K Buy
2,120
+39
+2% +$4.32K 0.16% 79
2025
Q3 		$238K Sell
2,081
-665
-24% -$72.1K 0.18% 72
2025
Q2 		$286K Buy
2,746
+6
+0.2% +$638 0.23% 64
2025
Q1 		$299K Buy
2,740
+7
+0.3% +$715 0.26% 58
2024
Q4 		$257K Buy
2,733
+7
+0.3% +$679 0.19% 69
2024
Q3 		$262K Buy
2,726
+7
+0.3% +$620 0.22% 66
2024
Q2 		$213K Sell
2,719
-200
-7% -$16.2K 0.2% 69
2024
Q1 		$240K Sell
2,919
-88
-3% -$7.08K 0.24% 61
2023
Q4 		$253K Buy
3,007
+7
+0.2% +$576 0.25% 56
2023
Q3 		$242K Sell
3,000
-580
-16% -$50.4K 0.25% 56
2023
Q2 		$316K Buy
3,580
+3
+0.1% +$277 0.31% 49
2023
Q1 		$339K Buy
3,577
+184
+5% +$17K 0.35% 46
2022
Q4 		$318K Sell
3,393
-19
-0.6% -$1.76K 0.37% 45
2022
Q3 		$305K Sell
3,412
-6
-0.2% -$613 0.46% 41
2022
Q2 		$344K Buy
+3,418
New +$347K 0.51% 37
2022
Q1 		– Sell
-2,159
Closed -$210K – 70
2021
Q4 		$210K Buy
+2,159
New +$197K 0.26% 63
2021
Q3 		– Sell
-12,593
Closed -$1.12M – 133
2021
Q2 		$1.12M Sell
12,593
-867
-6% -$81.7K 0.45% 37
2021
Q1 		$1.26M Buy
13,460
+445
+3% +$38.8K 0.66% 34
2020
Q4 		$1.2M Buy
13,015
+36
+0.3% +$3.5K 0.71% 34
2020
Q3 		$1.26M Buy
12,979
+536
+4% +$49.9K 0.92% 29
2020
Q2 		$1.09M Sell
12,443
-28
-0.2% -$2.53K 1% 23
2020
Q1 		$1.1M Sell
12,471
-110
-0.9% -$10.6K 1.23% 21
2019
Q4 		$1.16M Buy
+12,581
New +$1.15M 0.98% 24

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
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Kerntke Otto McGlone Wealth Management Group's WEC Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its WEC Energy (WEC) stake by 0.39% in Q2 2026, buying an estimated $913 and bringing the position to 2,084 shares worth $243K. The position accounts for 0.15% of the portfolio, ranked #84.

Kerntke Otto McGlone Wealth Management Group first reported a position in WEC in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.26M in Q1 2021. 338 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 2,084 shares of WEC Energy worth $243K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 8 WEC Energy shares in Q2 2026, an estimated $913.
  • WEC Energy made up 0.15% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #84 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in WEC Energy in Q4 2019 and has held it in 25 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's WEC Energy position peaked at $1.26M in Q1 2021.
  • 338 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.