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Moment Partners’s WEC Energy WEC Stock Holding History

Moment Partners’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 		$374K Buy
3,207
+259
+9% +$29.6K 0.07% 72
2026
Q1 		$341K Sell
2,948
-11
-0.4% -$1.24K 0.06% 83
2025
Q4 		$312K Sell
2,959
-689
-19% -$76.3K 0.06% 79
2025
Q3 		$418K Buy
3,648
+184
+5% +$19.9K 0.07% 79
2025
Q2 		$361K Buy
3,464
+134
+4% +$14.3K 0.07% 84
2025
Q1 		$363K Sell
3,330
-8
-0.2% -$817 0.07% 86
2024
Q4 		$314K Buy
+3,338
New +$324K 0.06% 89

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
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Moment Partners's WEC Position: Q2 2026 in Review

Moment Partners increased its WEC Energy (WEC) stake by 8.8% in Q2 2026, buying an estimated $29.6K and bringing the position to 3,207 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #72.

Moment Partners first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q3 2025. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Moment Partners held 3,207 shares of WEC Energy worth $374K as of Q2 2026.
  • Moment Partners bought 259 WEC Energy shares in Q2 2026, an estimated $29.6K.
  • WEC Energy made up 0.07% of Moment Partners's portfolio in Q2 2026, its #72 holding.
  • Moment Partners first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Moment Partners's WEC Energy position peaked at $418K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.