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Marquette Asset Management’s WEC Energy WEC Stock Holding History

Marquette Asset 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 		$3.97K Buy
34
+29
+580% +$3.31K ﹤0.01% 463
2026
Q1 		$579 Buy
+5
New +$562 ﹤0.01% 733
2025
Q4 		– Sell
-22
Closed -$2.52K – 885
2025
Q3 		$2.52K Buy
+22
New +$2.38K ﹤0.01% 482

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
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)
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Marquette Asset Management's WEC Position: Q2 2026 in Review

Marquette Asset Management increased its WEC Energy (WEC) stake by 580% in Q2 2026, buying an estimated $3.31K and bringing the position to 34 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Marquette Asset Management first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Marquette Asset Management held 34 shares of WEC Energy worth $3.97K as of Q2 2026.
  • Marquette Asset Management bought 29 WEC Energy shares in Q2 2026, an estimated $3.31K.
  • WEC Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #463 holding.
  • Marquette Asset Management first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.