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PFS Partners’s WEC Energy WEC Stock Holding History

PFS Partners’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 		$15.3K Buy
131
+1
+0.8% +$114 0.01% 335
2026
Q1 		$15.1K Hold
130
– – 0.01% 309
2025
Q4 		$13.7K Buy
130
+1
+0.8% +$111 0.01% 322
2025
Q3 		$14.8K Buy
129
+28
+28% +$3.04K 0.01% 300
2025
Q2 		$10.5K Buy
+101
New +$10.7K 0.01% 305

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

PFS Partners's WEC Position: Q2 2026 in Review

PFS Partners increased its WEC Energy (WEC) stake by 0.77% in Q2 2026, buying an estimated $114 and bringing the position to 131 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #335.

PFS Partners first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • PFS Partners held 131 shares of WEC Energy worth $15.3K as of Q2 2026.
  • PFS Partners bought 1 WEC Energy share in Q2 2026, an estimated $114.
  • WEC Energy made up 0.01% of PFS Partners's portfolio in Q2 2026, its #335 holding.
  • PFS Partners first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.