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McGlone Suttner Wealth Management’s WEC Energy WEC Stock Holding History

McGlone Suttner 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 		$1.36M Buy
11,653
+223
+2% +$25.4K 0.16% 70
2026
Q1 		$1.32M Buy
11,430
+36
+0.3% +$4.04K 0.18% 66
2025
Q4 		$1.2M Buy
11,394
+34
+0.3% +$3.77K 0.16% 66
2025
Q3 		$1.3M Buy
11,360
+35
+0.3% +$3.79K 0.18% 56
2025
Q2 		$1.18M Buy
11,325
+106
+0.9% +$11.3K 0.18% 60
2025
Q1 		$1.22M Buy
11,219
+35
+0.3% +$3.58K 0.2% 55
2024
Q4 		$1.05M Sell
11,184
-63
-0.6% -$6.11K 0.18% 61
2024
Q3 		$1.08M Sell
11,247
-3,703
-25% -$328K 0.22% 59
2024
Q2 		$1.26M Buy
14,950
+2,455
+20% +$199K 0.26% 43
2024
Q1 		$1.03M Sell
12,495
-2,455
-16% -$197K 0.19% 60
2023
Q4 		$1.26M Buy
14,950
+57
+0.4% +$4.69K 0.25% 43
2023
Q3 		$1.2M Buy
14,893
+932
+7% +$81K 0.28% 37
2023
Q2 		$1.23M Buy
13,961
+54
+0.4% +$4.99K 0.28% 38
2023
Q1 		$1.32M Sell
13,907
-1,477
-10% -$137K 0.34% 34
2022
Q4 		$1.44M Buy
+15,384
New +$1.42M 0.46% 28

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

McGlone Suttner Wealth Management's WEC Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its WEC Energy (WEC) stake by 2% in Q2 2026, buying an estimated $25.4K and bringing the position to 11,653 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #70.

McGlone Suttner Wealth Management first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2022. 485 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • McGlone Suttner Wealth Management held 11,653 shares of WEC Energy worth $1.36M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 223 WEC Energy shares in Q2 2026, an estimated $25.4K.
  • WEC Energy made up 0.16% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #70 holding.
  • McGlone Suttner Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's WEC Energy position peaked at $1.44M in Q4 2022.
  • 485 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.