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Merit Financial Group’s WEC Energy WEC Stock Holding History

Merit Financial Group’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 		$9.13M Buy
78,183
+2,609
+3% +$298K 0.06% 276
2026
Q1 		$8.75M Buy
75,574
+8,666
+13% +$974K 0.07% 254
2025
Q4 		$7.06M Buy
66,908
+6,264
+10% +$694K 0.06% 264
2025
Q3 		$6.95M Buy
60,644
+3,422
+6% +$371K 0.06% 230
2025
Q2 		$5.96M Buy
57,222
+37,682
+193% +$4.01M 0.07% 229
2025
Q1 		$2.13M Buy
19,540
+3,549
+22% +$362K 0.03% 405
2024
Q4 		$1.5M Buy
15,991
+5,069
+46% +$491K 0.03% 408
2024
Q3 		$1.05M Sell
10,922
-480
-4% -$42.5K 0.02% 411
2024
Q2 		$895K Buy
11,402
+420
+4% +$34.1K 0.02% 446
2024
Q1 		$914K Buy
10,982
+5,974
+119% +$480K 0.02% 427
2023
Q4 		$422K Buy
5,008
+694
+16% +$57.2K 0.01% 532
2023
Q3 		$347K Sell
4,314
-1,083
-20% -$94.1K 0.01% 547
2023
Q2 		$476K Buy
5,397
+1,633
+43% +$151K 0.02% 482
2023
Q1 		$357K Sell
3,764
-89
-2% -$8.24K 0.01% 470
2022
Q4 		$361K Buy
3,853
+1,360
+55% +$126K 0.01% 493
2022
Q3 		$223K Buy
+2,493
New +$255K 0.01% 500

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Merit Financial Group's WEC Position: Q2 2026 in Review

Merit Financial Group increased its WEC Energy (WEC) stake by 3.5% in Q2 2026, buying an estimated $298K and bringing the position to 78,183 shares worth $9.13M. The position accounts for 0.06% of the portfolio, ranked #276.

Merit Financial Group first reported a position in WEC in Q3 2022 and has held it in 16 quarters since. 236 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Merit Financial Group held 78,183 shares of WEC Energy worth $9.13M as of Q2 2026.
  • Merit Financial Group bought 2,609 WEC Energy shares in Q2 2026, an estimated $298K.
  • WEC Energy made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #276 holding.
  • Merit Financial Group first reported a position in WEC Energy in Q3 2022 and has held it in 16 quarters since.
  • 236 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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