PFW Advisors’s WEC Energy WEC Stock Holding History

PFW Advisors’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	$1.21M	Sell	10,389 -467	-4%	-$53.3K	0.35%	54
2026 Q1	$1.26M	Sell	10,856 -14	-0.1%	-$1.57K	0.4%	52
2025 Q4	$1.15M	Sell	10,870 -110	-1%	-$12.2K	0.35%	56
2025 Q3	$1.26M	Buy	10,980 +28	+0.3%	+$3.04K	0.37%	57
2025 Q2	$1.14M	Sell	10,952 -457	-4%	-$48.6K	0.35%	56
2025 Q1	$1.24M	Buy	11,409 +2	+0%	+$204	0.39%	54
2024 Q4	$1.07M	Buy	+11,407	New	+$1.11M	0.33%	59
2024 Q2	$885K	Buy	11,277 +101	+0.9%	+$8.2K	0.28%	67
2024 Q1	$918K	Sell	11,176 -181	-2%	-$14.6K	0.28%	67
2023 Q4	$956K	Sell	11,357 -431	-4%	-$35.5K	0.31%	63
2023 Q3	$950K	Buy	11,788 +798	+7%	+$69.3K	0.34%	58
2023 Q2	$954K	Buy	+10,990	New	+$1.02M	0.32%	59
2019 Q3	$1.09M	Buy	+11,316	New	+$1.02M	0.33%	58

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFW Advisors's WEC Position: Q2 2026 in Review

PFW Advisors reduced its WEC Energy (WEC) stake by 4.3% in Q2 2026, selling an estimated $53.3K and leaving 10,389 shares worth $1.21M. The position accounts for 0.35% of the portfolio, ranked #54.

PFW Advisors first reported a position in WEC in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2025. 245 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

PFW Advisors held 10,389 shares of WEC Energy worth $1.21M as of Q2 2026.
PFW Advisors sold 467 WEC Energy shares in Q2 2026, an estimated $53.3K.
WEC Energy made up 0.35% of PFW Advisors's portfolio in Q2 2026, its #54 holding.
PFW Advisors first reported a position in WEC Energy in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's WEC Energy position peaked at $1.26M in Q3 2025.
245 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.