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Morton Brown Family Wealth’s WEC Energy WEC Stock Holding History

Morton Brown Family Wealth’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 		$467 Buy
+4
New +$456 ﹤0.01% 386
2023
Q2 		– Sell
-9
Closed -$853 – 293
2023
Q1 		$853 Buy
+9
New +$833 ﹤0.01% 274
2022
Q3 		– Sell
-48
Closed -$5K – 338
2022
Q2 		$5K Buy
+48
New +$4.87K ﹤0.01% 154

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
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
New York State Teachers Retirement System (NYSTRS)
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Morton Brown Family Wealth's WEC Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in WEC Energy (WEC) in Q2 2026: 4 shares worth $467. The stake represents ﹤0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in WEC as recently as Q1 2023.

Morton Brown Family Wealth first reported a position in WEC in Q2 2022 and has held it in 3 quarters since. The position peaked at $5K in Q2 2022. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Morton Brown Family Wealth held 4 shares of WEC Energy worth $467 as of Q2 2026.
  • WEC Energy was a new Morton Brown Family Wealth position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #386 holding.
  • Morton Brown Family Wealth first reported a position in WEC Energy in Q2 2022 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's WEC Energy position peaked at $5K in Q2 2022.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.