Moisand Fitzgerald Tamayo’s WEC Energy WEC Stock Holding History

Moisand Fitzgerald Tamayo’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	$571K	Hold	4,893	–	–	0.06%	77
2026 Q1	$566K	Hold	4,893	–	–	0.06%	72
2025 Q4	$516K	Sell	4,893 -140	-3%	-$15.5K	0.06%	76
2025 Q3	$577K	Hold	5,033	–	–	0.07%	71
2025 Q2	$524K	Hold	5,033	–	–	0.07%	72
2025 Q1	$548K	Hold	5,033	–	–	0.08%	67
2024 Q4	$473K	Hold	5,033	–	–	0.07%	71
2024 Q3	$484K	Hold	5,033	–	–	0.07%	71
2024 Q2	$395K	Hold	5,033	–	–	0.06%	79
2024 Q1	$413K	Hold	5,033	–	–	0.06%	74
2023 Q4	$424K	Hold	5,033	–	–	0.07%	73
2023 Q3	$405K	Hold	5,033	–	–	0.09%	69
2023 Q2	$444K	Hold	5,033	–	–	0.09%	67
2023 Q1	$477K	Sell	5,033 -5,075	-50%	-$470K	0.1%	69
2022 Q4	$948K	Sell	10,108 -51	-0.5%	-$4.71K	0.22%	48
2022 Q3	$909K	Buy	10,159 +121	+1%	+$12.4K	0.25%	45
2022 Q2	$1.01M	Buy	+10,038	New	+$1.02M	0.27%	44
2022 Q1	–	Sell	-9,890	Closed	-$960K	–	667
2021 Q4	$960K	Buy	9,890 +75	+0.8%	+$6.86K	0.27%	51
2021 Q3	$866K	Buy	9,815 +69	+0.7%	+$6.47K	0.29%	52
2021 Q2	$867K	Buy	9,746 +115	+1%	+$10.8K	0.31%	46
2021 Q1	$901K	Buy	9,631 +78	+0.8%	+$6.8K	0.39%	42
2020 Q4	$879K	Buy	9,553 +62	+0.7%	+$6.03K	0.4%	40
2020 Q3	$920K	Buy	9,491 +64	+0.7%	+$5.96K	0.48%	36
2020 Q2	$826K	Buy	9,427 +63	+0.7%	+$5.68K	0.45%	36
2020 Q1	$825K	Buy	9,364 +60	+0.6%	+$5.77K	0.54%	32
2019 Q4	$858K	Buy	9,304 +62	+0.7%	+$5.65K	0.44%	37
2019 Q3	$879K	Buy	9,242 +55	+0.6%	+$4.96K	0.48%	35
2019 Q2	$766K	Buy	9,187 +412	+5%	+$33K	0.42%	38
2019 Q1	$694K	Buy	8,775 +67	+0.8%	+$4.97K	0.39%	39
2018 Q4	$603K	Buy	8,708 +65	+0.8%	+$4.56K	0.38%	40
2018 Q3	$577K	Hold	8,643	–	–	0.32%	49
2018 Q2	$559K	Hold	8,643	–	–	0.33%	47
2018 Q1	$542K	Hold	8,643	–	–	0.32%	49
2017 Q4	$574K	Hold	8,643	–	–	0.33%	37
2017 Q3	$543K	Hold	8,643	–	–	0.33%	38
2017 Q2	$531K	Buy	+8,643	New	+$534K	0.36%	38

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

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

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

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

Moisand Fitzgerald Tamayo's WEC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its WEC Energy (WEC) position steady in Q2 2026 at 4,893 shares worth $571K. The position accounts for 0.06% of the portfolio, ranked #77.

Moisand Fitzgerald Tamayo first reported a position in WEC in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.01M in Q2 2022. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Moisand Fitzgerald Tamayo held 4,893 shares of WEC Energy worth $571K as of Q2 2026.
Moisand Fitzgerald Tamayo left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.06% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #77 holding.
Moisand Fitzgerald Tamayo first reported a position in WEC Energy in Q2 2017 and has held it in 36 quarters since.
Moisand Fitzgerald Tamayo's WEC Energy position peaked at $1.01M in Q2 2022.
313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.