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Lantz Financial’s WEC Energy WEC Stock Holding History

Lantz Financial’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 		$3.13M Buy
26,829
+556
+2% +$63.4K 0.57% 42
2026
Q1 		$3.04M Sell
26,273
-49
-0.2% -$5.5K 0.63% 36
2025
Q4 		$2.78M Sell
26,322
-1,061
-4% -$117K 0.59% 38
2025
Q3 		$3.14M Sell
27,383
-27
-0.1% -$2.93K 0.69% 34
2025
Q2 		$2.86M Sell
27,410
-282
-1% -$30K 0.71% 35
2025
Q1 		$3.02M Sell
27,692
-1,115
-4% -$114K 0.83% 28
2024
Q4 		$2.71M Sell
28,807
-971
-3% -$94.1K 0.72% 32
2024
Q3 		$2.86M Buy
29,778
+1,508
+5% +$134K 0.78% 30
2024
Q2 		$2.22M Sell
28,270
-184
-0.6% -$14.9K 0.69% 39
2024
Q1 		$2.34M Buy
28,454
+21,758
+325% +$1.75M 0.75% 35
2023
Q4 		$564K Sell
6,696
-630
-9% -$51.9K 0.2% 104
2023
Q3 		$590K Buy
7,326
+9
+0.1% +$782 0.23% 95
2023
Q2 		$646K Buy
7,317
+37
+0.5% +$3.42K 0.25% 91
2023
Q1 		$690K Buy
7,280
+673
+10% +$62.3K 0.29% 89
2022
Q4 		$619K Sell
6,607
-750
-10% -$69.3K 0.28% 88
2022
Q3 		$658K Hold
7,357
– – 0.34% 75
2022
Q2 		$740K Hold
7,357
– – 0.33% 79
2022
Q1 		$734K Hold
7,357
– – 0.3% 86
2021
Q4 		$714K Hold
7,357
– – 0.33% 79
2021
Q3 		$649K Hold
7,357
– – 0.33% 77
2021
Q2 		$654K Buy
7,357
+162
+2% +$15.3K 0.34% 76
2021
Q1 		$673K Hold
7,195
– – 0.38% 64
2020
Q4 		$662K Sell
7,195
-112
-2% -$10.9K 0.41% 63
2020
Q3 		$708K Buy
7,307
+112
+2% +$10.4K 0.48% 60
2020
Q2 		$631K Hold
7,195
– – 0.45% 63
2020
Q1 		$634K Hold
7,195
– – 0.5% 59
2019
Q4 		$664K Hold
7,195
– – 0.39% 70
2019
Q3 		$679K Hold
7,195
– – 0.46% 71
2019
Q2 		$606K Hold
7,195
– – 0.41% 67
2019
Q1 		$569K Buy
+7,195
New +$534K 0.41% 65

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Lantz Financial's WEC Position: Q2 2026 in Review

Lantz Financial increased its WEC Energy (WEC) stake by 2.1% in Q2 2026, buying an estimated $63.4K and bringing the position to 26,829 shares worth $3.13M. The position accounts for 0.57% of the portfolio, ranked #42.

Lantz Financial first reported a position in WEC in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.14M in Q3 2025. 283 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Lantz Financial held 26,829 shares of WEC Energy worth $3.13M as of Q2 2026.
  • Lantz Financial bought 556 WEC Energy shares in Q2 2026, an estimated $63.4K.
  • WEC Energy made up 0.57% of Lantz Financial's portfolio in Q2 2026, its #42 holding.
  • Lantz Financial first reported a position in WEC Energy in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's WEC Energy position peaked at $3.14M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.