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Patriot Financial Group Insurance Agency’s WEC Energy WEC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.07M Buy
9,188
+2,778
+43% +$317K 0.11% 211
2026
Q1 		$742K Sell
6,410
-2,249
-26% -$253K 0.04% 359
2025
Q4 		$913K Buy
8,659
+506
+6% +$56K 0.11% 220
2025
Q3 		$934K Buy
8,153
+199
+3% +$21.6K 0.12% 203
2025
Q2 		$829K Buy
7,954
+426
+6% +$45.3K 0.1% 237
2025
Q1 		$820K Buy
7,528
+238
+3% +$24.3K 0.11% 212
2024
Q4 		$686K Buy
7,290
+519
+8% +$50.3K 0.09% 233
2024
Q3 		$651K Buy
+6,771
New +$600K 0.09% 248
2023
Q2 		– Sell
-2,212
Closed -$210K – 494
2023
Q1 		$210K Buy
2,212
+4
+0.2% +$370 0.04% 413
2022
Q4 		$207K Buy
+2,208
New +$204K 0.03% 394
2022
Q3 		– Sell
-2,191
Closed -$221K – 1936
2022
Q2 		$221K Buy
2,191
+8
+0.4% +$811 0.04% 357
2022
Q1 		$218K Buy
2,183
+9
+0.4% +$850 0.04% 397
2021
Q4 		$211K Buy
2,174
+9
+0.4% +$823 0.04% 431
2021
Q3 		$191K Sell
2,165
-3
-0.1% -$281 0.03% 462
2021
Q2 		$193K Buy
2,168
+6
+0.3% +$565 0.04% 441
2021
Q1 		$202K Buy
2,162
+7
+0.3% +$610 0.05% 387
2020
Q4 		$198K Hold
2,155
– – 0.05% 352
2020
Q3 		$209K Hold
2,155
– – 0.07% 260
2020
Q2 		$189K Sell
2,155
-1
-0% -$90 0.07% 244
2020
Q1 		$190K Sell
2,156
-206
-9% -$19.8K 0.09% 220
2019
Q4 		$218K Sell
2,362
-1,000
-30% -$91.2K 0.08% 205
2019
Q3 		$320K Hold
3,362
– – 0.14% 135
2019
Q2 		$283K Buy
3,362
+970
+41% +$77.8K 0.12% 146
2019
Q1 		$189K Buy
2,392
+54
+2% +$4.01K 0.1% 172
2018
Q4 		$162K Buy
2,338
+2,038
+679% +$143K 0.11% 147
2018
Q3 		$20K Buy
+300
New +$20K 0.01% 487

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RG
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WEC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its WEC Energy (WEC) stake by 43% in Q2 2026, buying an estimated $317K and bringing the position to 9,188 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #211.

Patriot Financial Group Insurance Agency first reported a position in WEC in Q3 2018 and has held it in 26 quarters since. 634 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,188 shares of WEC Energy worth $1.07M as of Q2 2026.
  • Patriot Financial Group Insurance Agency bought 2,778 WEC Energy shares in Q2 2026, an estimated $317K.
  • WEC Energy made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #211 holding.
  • Patriot Financial Group Insurance Agency first reported a position in WEC Energy in Q3 2018 and has held it in 26 quarters since.
  • 634 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.