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Melissa S. Kampmann’s WEC Energy WEC Stock Holding History

Melissa S. Kampmann’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 Hold
11,680
– – 1.03% 33
2026
Q1 		$1.35M Hold
11,680
– – 1.09% 32
2025
Q4 		$1.28M Hold
11,680
– – 0.95% 35
2025
Q3 		$1.34M Hold
11,680
– – 0.98% 37
2025
Q2 		$1.22M Buy
+11,680
New +$1.24M 0.91% 37

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 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

Melissa S. Kampmann's WEC Position: Q2 2026 in Review

Melissa S. Kampmann held its WEC Energy (WEC) position steady in Q2 2026 at 11,680 shares worth $1.36M. The position accounts for 1.03% of the portfolio, ranked #33.

Melissa S. Kampmann first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 781 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Melissa S. Kampmann held 11,680 shares of WEC Energy worth $1.36M as of Q2 2026.
  • Melissa S. Kampmann left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 1.03% of Melissa S. Kampmann's portfolio in Q2 2026, its #33 holding.
  • Melissa S. Kampmann first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 781 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Melissa S. Kampmann's 13F filing for Q2 2026, filed 29 Jul 2026.