Moody Lynn & Lieberson’s WEC Energy WEC Stock Holding History

Moody Lynn & Lieberson’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	$471K	Buy	4,032 +3	+0.1%	+$342	0.02%	178
2026 Q1	$466K	Sell	4,029 -23	-0.6%	-$2.58K	0.03%	181
2025 Q4	$427K	Buy	4,052 +22	+0.5%	+$2.44K	0.02%	189
2025 Q3	$462K	Sell	4,030 -491	-11%	-$53.2K	0.02%	180
2025 Q2	$471K	Sell	4,521 -10	-0.2%	-$1.06K	0.03%	177
2025 Q1	$494K	Hold	4,531	–	–	0.03%	172
2024 Q4	$426K	Hold	4,531	–	–	0.03%	180
2024 Q3	$436K	Buy	4,531 +23	+0.5%	+$2.04K	0.03%	185
2024 Q2	$354K	Sell	4,508 -100	-2%	-$8.12K	0.02%	186
2024 Q1	$378K	Sell	4,608 -295	-6%	-$23.7K	0.03%	183
2023 Q4	$413K	Hold	4,903	–	–	0.03%	172
2023 Q3	$395K	Sell	4,903 -285	-5%	-$24.8K	0.03%	158
2023 Q2	$458K	Hold	5,188	–	–	0.04%	159
2023 Q1	$492K	Hold	5,188	–	–	0.04%	153
2022 Q4	$486K	Hold	5,188	–	–	0.04%	157
2022 Q3	$464K	Hold	5,188	–	–	0.04%	147
2022 Q2	$522K	Buy	5,188 +680	+15%	+$68.9K	0.05%	144
2022 Q1	$450K	Hold	4,508	–	–	0.03%	163
2021 Q4	$438K	Hold	4,508	–	–	0.03%	178
2021 Q3	$398K	Hold	4,508	–	–	0.03%	178
2021 Q2	$401K	Sell	4,508 -41	-0.9%	-$3.86K	0.03%	173
2021 Q1	$426K	Buy	4,549 +189	+4%	+$16.5K	0.04%	167
2020 Q4	$401K	Hold	4,360	–	–	0.03%	160
2020 Q3	$422K	Hold	4,360	–	–	0.04%	145
2020 Q2	$382K	Hold	4,360	–	–	0.04%	141
2020 Q1	$384	Sell	4,360 -69	-2%	-$6.64K	0.05%	124
2019 Q4	$408K	Buy	4,429 +69	+2%	+$6.29K	0.04%	170
2019 Q3	$415K	Sell	4,360 -33	-0.8%	-$2.97K	0.05%	149
2019 Q2	$366K	Buy	4,393 +110	+3%	+$8.82K	0.04%	167
2019 Q1	$339K	Hold	4,283	–	–	0.04%	168
2018 Q4	$297K	Hold	4,283	–	–	0.04%	171
2018 Q3	$286K	Hold	4,283	–	–	0.03%	188
2018 Q2	$277K	Buy	4,283 +153	+4%	+$9.51K	0.03%	191
2018 Q1	$259K	Hold	4,130	–	–	0.03%	186
2017 Q4	$262K	Sell	4,130 -75	-2%	-$5.03K	0.03%	198
2017 Q3	$264K	Buy	4,205 +75	+2%	+$4.79K	0.03%	195
2017 Q2	$253K	Buy	4,130 +360	+10%	+$22.2K	0.03%	199
2017 Q1	$229K	Buy	+3,770	New	+$222K	0.03%	161

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Moody Lynn & Lieberson's WEC Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its WEC Energy (WEC) stake by 0.07% in Q2 2026, buying an estimated $342 and bringing the position to 4,032 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #178.

Moody Lynn & Lieberson first reported a position in WEC in Q1 2017 and has held it in 38 quarters since. The position peaked at $522K in Q2 2022. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Moody Lynn & Lieberson held 4,032 shares of WEC Energy worth $471K as of Q2 2026.
Moody Lynn & Lieberson bought 3 WEC Energy shares in Q2 2026, an estimated $342.
WEC Energy made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #178 holding.
Moody Lynn & Lieberson first reported a position in WEC Energy in Q1 2017 and has held it in 38 quarters since.
Moody Lynn & Lieberson's WEC Energy position peaked at $522K in Q2 2022.
394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.