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LifeSteps Financial’s WEC Energy WEC Stock Holding History

LifeSteps 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 		$9.57K Buy
+82
New +$9.36K ﹤0.01% 423
2024
Q2 		– Sell
-82
Closed -$6.73K – 419
2024
Q1 		$6.73K Buy
+82
New +$6.59K 0.01% 325

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

LifeSteps Financial's WEC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in WEC Energy (WEC) in Q2 2026: 82 shares worth $9.57K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in WEC as recently as Q1 2024.

LifeSteps Financial first reported a position in WEC in Q1 2024 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • LifeSteps Financial held 82 shares of WEC Energy worth $9.57K as of Q2 2026.
  • WEC Energy was a new LifeSteps Financial position in Q2 2026.
  • WEC Energy made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #423 holding.
  • LifeSteps Financial first reported a position in WEC Energy in Q1 2024 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.