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Patton Fund Management’s WEC Energy WEC Stock Holding History

Patton Fund Management’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 		– Sell
-17,032
Closed -$1.97M – 466
2026
Q1 		$1.97M Sell
17,032
-27,780
-62% -$3.12M 0.33% 93
2025
Q4 		$4.73M Buy
44,812
+19,585
+78% +$2.17M 0.63% 73
2025
Q3 		$2.89M Sell
25,227
-711
-3% -$77.1K 0.52% 68
2025
Q2 		$2.7M Buy
+25,938
New +$2.76M 0.59% 49
2019
Q4 		– Sell
-2,154
Closed -$205K – 100
2019
Q3 		$205K Buy
+2,154
New +$194K 0.08% 77

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
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
Retirement Systems of Alabama
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Patton Fund Management's WEC Position: Q2 2026 in Review

Patton Fund Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 17,032 shares — an estimated $1.97M sold.

Patton Fund Management first reported a position in WEC in Q3 2019 and held it in 5 quarters. The position peaked at $4.73M in Q4 2025. 502 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Patton Fund Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 17,032 WEC Energy shares in Q2 2026, an estimated $1.97M.
  • Patton Fund Management first reported a position in WEC Energy in Q3 2019 and held it in 5 quarters.
  • Patton Fund Management's WEC Energy position peaked at $4.73M in Q4 2025.
  • 502 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.