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Keystone Financial Group (Georgia)’s WEC Energy WEC Stock Holding History

Keystone Financial Group (Georgia)’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 		$284K Buy
2,432
+10
+0.4% +$1.14K 0.15% 46
2026
Q1 		$280K Buy
2,422
+8
+0.3% +$899 0.15% 47
2025
Q4 		$255K Sell
2,414
-137
-5% -$15.2K 0.13% 55
2025
Q3 		$292K Buy
2,551
+244
+11% +$26.4K 0.16% 50
2025
Q2 		$249K Buy
2,307
+7
+0.3% +$745 0.16% 52
2025
Q1 		$252K Buy
2,300
+6
+0.3% +$613 0.18% 50
2024
Q4 		$216K Buy
+2,294
New +$222K 0.17% 64

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

Keystone Financial Group (Georgia)'s WEC Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its WEC Energy (WEC) stake by 0.41% in Q2 2026, buying an estimated $1.14K and bringing the position to 2,432 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #46.

Keystone Financial Group (Georgia) first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q3 2025. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Keystone Financial Group (Georgia) held 2,432 shares of WEC Energy worth $284K as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 10 WEC Energy shares in Q2 2026, an estimated $1.14K.
  • WEC Energy made up 0.15% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #46 holding.
  • Keystone Financial Group (Georgia) first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s WEC Energy position peaked at $292K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.