Physician Wealth Advisors’s WEC Energy WEC Stock Holding History

Physician Wealth 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	$27K	Sell	231 -15	-6%	-$1.71K	﹤0.01%	578
2026 Q1	$28.5K	Buy	246 +131	+114%	+$14.7K	﹤0.01%	535
2025 Q4	$12.1K	Buy	115 +17	+17%	+$1.88K	﹤0.01%	714
2025 Q3	$11.2K	Buy	98 +81	+476%	+$8.78K	﹤0.01%	727
2025 Q2	$1.77K	Buy	+17	New	+$1.81K	﹤0.01%	1092

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

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

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

Physician Wealth Advisors's WEC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its WEC Energy (WEC) stake by 6.1% in Q2 2026, selling an estimated $1.71K and leaving 231 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Physician Wealth Advisors first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.5K in Q1 2026. 304 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Physician Wealth Advisors held 231 shares of WEC Energy worth $27K as of Q2 2026.
Physician Wealth Advisors sold 15 WEC Energy shares in Q2 2026, an estimated $1.71K.
WEC Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #578 holding.
Physician Wealth Advisors first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's WEC Energy position peaked at $28.5K in Q1 2026.
304 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.