Mogy Joel R Investment Counsel’s WEC Energy WEC Stock Holding History

Mogy Joel R Investment Counsel’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	$1.83M	Hold	15,708	–	–	0.11%	55
2026 Q1	$1.82M	Hold	15,708	–	–	0.11%	52
2025 Q4	$1.66M	Hold	15,708	–	–	0.09%	55
2025 Q3	$1.8M	Hold	15,708	–	–	0.1%	53
2025 Q2	$1.64M	Hold	15,708	–	–	0.09%	54
2025 Q1	$1.71M	Hold	15,708	–	–	0.11%	54
2024 Q4	$1.48M	Hold	15,708	–	–	0.09%	57
2024 Q3	$1.51M	Hold	15,708	–	–	0.09%	56
2024 Q2	$1.23M	Hold	15,708	–	–	0.08%	61
2024 Q1	$1.29M	Hold	15,708	–	–	0.09%	61
2023 Q4	$1.32M	Hold	15,708	–	–	0.1%	57
2023 Q3	$1.27M	Hold	15,708	–	–	0.11%	60
2023 Q2	$1.39M	Hold	15,708	–	–	0.11%	64
2023 Q1	$1.49M	Hold	15,708	–	–	0.13%	63
2022 Q4	$1.47M	Hold	15,708	–	–	0.15%	60
2022 Q3	$1.41M	Hold	15,708	–	–	0.15%	59
2022 Q2	$1.58M	Hold	15,708	–	–	0.16%	59
2022 Q1	$1.57M	Hold	15,708	–	–	0.12%	61
2021 Q4	$1.52M	Hold	15,708	–	–	0.11%	66
2021 Q3	$1.39M	Hold	15,708	–	–	0.11%	65
2021 Q2	$1.4M	Hold	15,708	–	–	0.12%	67
2021 Q1	$1.47M	Hold	15,708	–	–	0.14%	66
2020 Q4	$1.45M	Hold	15,708	–	–	0.14%	64
2020 Q3	$1.52M	Hold	15,708	–	–	0.16%	60
2020 Q2	$1.38M	Hold	15,708	–	–	0.16%	59
2020 Q1	$1.38M	Hold	15,708	–	–	0.2%	58
2019 Q4	$1.45M	Hold	15,708	–	–	0.17%	70
2019 Q3	$1.49M	Hold	15,708	–	–	0.19%	68
2019 Q2	$1.31M	Hold	15,708	–	–	0.17%	71
2019 Q1	$1.24M	Sell	15,708 -1,700	-10%	-$126K	0.17%	72
2018 Q4	$1.21M	Hold	17,408	–	–	0.19%	70
2018 Q3	$1.16M	Hold	17,408	–	–	0.16%	72
2018 Q2	$1.13M	Hold	17,408	–	–	0.17%	71
2018 Q1	$1.09M	Hold	17,408	–	–	0.17%	72
2017 Q4	$1.16M	Hold	17,408	–	–	0.18%	71
2017 Q3	$1.09M	Sell	17,408 -3,100	-15%	-$198K	0.18%	74
2017 Q2	$1.26M	Hold	20,508	–	–	0.22%	70
2017 Q1	$1.24M	Sell	20,508 -4,782	-19%	-$282K	0.21%	72
2016 Q4	$1.48M	Sell	25,290 -163	-0.6%	-$9.35K	0.27%	68
2016 Q3	$1.52M	Buy	25,453 +163	+0.6%	+$10.2K	0.28%	68
2016 Q2	$1.65M	Hold	25,290	–	–	0.31%	69
2016 Q1	$1.52M	Buy	25,290 +22,761	+900%	+$1.27M	0.28%	70
2015 Q4	$1.3K	Sell	2,529 -22,761	-90%	-$1.16M	0.24%	74
2015 Q3	$1.32M	Hold	25,290	–	–	0.26%	74
2015 Q2	$1.14M	Hold	25,290	–	–	0.22%	75
2015 Q1	$1.25M	Hold	25,290	–	–	0.23%	73
2014 Q4	$1.33M	Hold	25,290	–	–	0.25%	72
2014 Q3	$1.09M	Hold	25,290	–	–	0.22%	76
2014 Q2	$1.19M	Hold	25,290	–	–	0.24%	73
2014 Q1	$1.18M	Hold	25,290	–	–	0.25%	73
2013 Q4	$1.04M	Hold	25,290	–	–	0.22%	75
2013 Q3	$1.02M	Hold	25,290	–	–	0.23%	75
2013 Q2	$1.04M	Buy	+25,290	New	+$1.07M	0.25%	72

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mogy Joel R Investment Counsel's WEC Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its WEC Energy (WEC) position steady in Q2 2026 at 15,708 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #55.

Mogy Joel R Investment Counsel first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Mogy Joel R Investment Counsel held 15,708 shares of WEC Energy worth $1.83M as of Q2 2026.
Mogy Joel R Investment Counsel left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.11% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #55 holding.
Mogy Joel R Investment Counsel first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.