Pathway Financial Advisers’s WEC Energy WEC Stock Holding History

Pathway Financial Advisers’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	$2.27M	Buy	19,402 +280	+1%	+$31.9K	0.57%	64
2026 Q1	$2.21M	Buy	19,122 +781	+4%	+$87.7K	0.63%	61
2025 Q4	$1.93M	Sell	18,341 -71	-0.4%	-$7.86K	0.56%	67
2025 Q3	$2.1M	Buy	18,412 +236	+1%	+$25.6K	0.61%	60
2025 Q2	$1.89M	Sell	18,176 -53	-0.3%	-$5.64K	0.61%	61
2025 Q1	$1.99M	Buy	18,229 +557	+3%	+$56.9K	0.68%	53
2024 Q4	$1.66M	Buy	17,672 +481	+3%	+$46.6K	0.56%	61
2024 Q3	$1.65M	Buy	+17,191	New	+$1.52M	0.75%	43

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

Pathway Financial Advisers's WEC Position: Q2 2026 in Review

Pathway Financial Advisers increased its WEC Energy (WEC) stake by 1.5% in Q2 2026, buying an estimated $31.9K and bringing the position to 19,402 shares worth $2.27M. The position accounts for 0.57% of the portfolio, ranked #64.

Pathway Financial Advisers first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Pathway Financial Advisers held 19,402 shares of WEC Energy worth $2.27M as of Q2 2026.
Pathway Financial Advisers bought 280 WEC Energy shares in Q2 2026, an estimated $31.9K.
WEC Energy made up 0.57% of Pathway Financial Advisers's portfolio in Q2 2026, its #64 holding.
Pathway Financial Advisers first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.