NWAM LLC’s WEC Energy WEC Stock Holding History

NWAM LLC’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	$297K	Buy	+2,544	New	+$290K	0.01%	564

Other funds holding WEC

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

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

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

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Thomasville National Bank Thomasville, Georgia $1.82B AUM

NWAM LLC's WEC Position: Q2 2026 in Review

NWAM LLC opened a new position in WEC Energy (WEC) in Q2 2026: 2,544 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings.

357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

NWAM LLC held 2,544 shares of WEC Energy worth $297K as of Q2 2026.
WEC Energy was a new NWAM LLC position in Q2 2026.
WEC Energy made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #564 holding.
357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.