Monument Capital Management’s WEC Energy WEC Stock Holding History

Monument Capital Management’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	$651K	Buy	5,572 +2,154	+63%	+$246K	0.13%	141
2026 Q1	$396K	Sell	3,418 -1,107	-24%	-$124K	0.1%	151
2025 Q4	$477K	Hold	4,525	–	–	0.12%	136
2025 Q3	$519K	Hold	4,525	–	–	0.13%	133
2025 Q2	$472K	Buy	4,525 +1,188	+36%	+$126K	0.12%	132
2025 Q1	$364K	Hold	3,337	–	–	0.11%	135
2024 Q4	$314K	Buy	3,337 +3	+0.1%	+$291	0.09%	156
2024 Q3	$321K	Buy	+3,334	New	+$295K	0.09%	148
2021 Q4	–	Sell	-2,404	Closed	-$212K	–	160
2021 Q3	$212K	Buy	+2,404	New	+$225K	0.07%	140

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 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

Monument Capital Management's WEC Position: Q2 2026 in Review

Monument Capital Management increased its WEC Energy (WEC) stake by 63% in Q2 2026, buying an estimated $246K and bringing the position to 5,572 shares worth $651K. The position accounts for 0.13% of the portfolio, ranked #141.

Monument Capital Management first reported a position in WEC in Q3 2021 and has held it in 9 quarters since. 594 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Monument Capital Management held 5,572 shares of WEC Energy worth $651K as of Q2 2026.
Monument Capital Management bought 2,154 WEC Energy shares in Q2 2026, an estimated $246K.
WEC Energy made up 0.13% of Monument Capital Management's portfolio in Q2 2026, its #141 holding.
Monument Capital Management first reported a position in WEC Energy in Q3 2021 and has held it in 9 quarters since.
594 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.