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Kieckhefer Group’s WEC Energy WEC Stock Holding History

Kieckhefer 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 		$2.59M Sell
22,217
-500
-2% -$57K 1.06% 19
2026
Q1 		$2.63M Sell
22,717
-90
-0.4% -$10.1K 1.24% 14
2025
Q4 		$2.41M Sell
22,807
-1,193
-5% -$132K 1.14% 13
2025
Q3 		$2.75M Buy
+24,000
New +$2.6M 1.29% 14

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Kieckhefer Group's WEC Position: Q2 2026 in Review

Kieckhefer Group reduced its WEC Energy (WEC) stake by 2.2% in Q2 2026, selling an estimated $57K and leaving 22,217 shares worth $2.59M. The position accounts for 1.06% of the portfolio, ranked #19.

Kieckhefer Group first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.75M in Q3 2025. 460 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kieckhefer Group held 22,217 shares of WEC Energy worth $2.59M as of Q2 2026.
  • Kieckhefer Group sold 500 WEC Energy shares in Q2 2026, an estimated $57K.
  • WEC Energy made up 1.06% of Kieckhefer Group's portfolio in Q2 2026, its #19 holding.
  • Kieckhefer Group first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • Kieckhefer Group's WEC Energy position peaked at $2.75M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kieckhefer Group's 13F filing for Q2 2026, filed 21 Jul 2026.