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Lodestone Wealth Management’s WEC Energy WEC Stock Holding History

Lodestone Wealth Management’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 		$325K Hold
2,787
– – 0.11% 146
2026
Q1 		$323K Hold
2,787
– – 0.13% 141
2025
Q4 		$294K Hold
2,787
– – 0.12% 144
2025
Q3 		$319K Buy
2,787
+27
+1% +$2.93K 0.14% 136
2025
Q2 		$288K Sell
2,760
-128
-4% -$13.6K 0.14% 136
2025
Q1 		$315K Hold
2,888
– – 0.17% 118
2024
Q4 		$272K Hold
2,888
– – 0.14% 125
2024
Q3 		$278K Hold
2,888
– – 0.14% 118
2024
Q2 		$227K Hold
2,888
– – 0.12% 141
2024
Q1 		$237K Hold
2,888
– – 0.12% 140
2023
Q4 		$243K Hold
2,888
– – 0.14% 131
2023
Q3 		$233K Hold
2,888
– – 0.16% 119
2023
Q2 		$255K Hold
2,888
– – 0.17% 118
2023
Q1 		$274K Sell
2,888
-169
-6% -$15.6K 0.21% 111
2022
Q4 		$287K Buy
+3,057
New +$283K 0.23% 100

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Lodestone Wealth Management's WEC Position: Q2 2026 in Review

Lodestone Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 2,787 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #146.

Lodestone Wealth Management first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Lodestone Wealth Management held 2,787 shares of WEC Energy worth $325K as of Q2 2026.
  • Lodestone Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Lodestone Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • 553 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.