Kohmann Bosshard Financial Services’s WEC Energy WEC Stock Holding History

Kohmann Bosshard Financial Services’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	$321K	Hold	2,745	–	–	0.03%	169
2026 Q1	$318K	Hold	2,745	–	–	0.03%	150
2025 Q4	$289K	Hold	2,745	–	–	0.03%	220
2025 Q3	$315K	Hold	2,745	–	–	0.03%	167
2025 Q2	$286K	Hold	2,745	–	–	0.03%	156
2025 Q1	$299K	Hold	2,745	–	–	0.04%	163
2024 Q4	$258K	Hold	2,745	–	–	0.03%	168
2024 Q3	$264K	Hold	2,745	–	–	0.03%	171
2024 Q2	$215K	Hold	2,745	–	–	0.03%	181
2024 Q1	$225K	Buy	+2,745	New	+$221K	0.03%	181
2023 Q2	–	Sell	-2,261	Closed	-$214K	–	184
2023 Q1	$214K	Hold	2,261	–	–	0.04%	148
2022 Q4	$212K	Buy	+2,261	New	+$209K	0.04%	144
2022 Q3	–	Sell	-2,121	Closed	-$213K	–	149
2022 Q2	$213K	Hold	2,121	–	–	0.05%	126
2022 Q1	$212K	Hold	2,121	–	–	0.04%	128
2021 Q4	$206K	Buy	+2,121	New	+$194K	0.04%	108
2021 Q1	–	Sell	-2,691	Closed	-$248K	–	106
2020 Q4	$248K	Hold	2,691	–	–	0.08%	89
2020 Q3	$261K	Hold	2,691	–	–	0.09%	82
2020 Q2	$236K	Hold	2,691	–	–	0.09%	82
2020 Q1	$237K	Buy	2,691 +891	+50%	+$85.7K	0.1%	74
2019 Q4	$166K	Hold	1,800	–	–	0.06%	87
2019 Q3	$171K	Buy	+1,800	New	+$162K	0.07%	84

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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) 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

Kohmann Bosshard Financial Services's WEC Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its WEC Energy (WEC) position steady in Q2 2026 at 2,745 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #169.

Kohmann Bosshard Financial Services first reported a position in WEC in Q3 2019 and has held it in 21 quarters since. 437 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Kohmann Bosshard Financial Services held 2,745 shares of WEC Energy worth $321K as of Q2 2026.
Kohmann Bosshard Financial Services left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #169 holding.
Kohmann Bosshard Financial Services first reported a position in WEC Energy in Q3 2019 and has held it in 21 quarters since.
437 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.