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Portside Wealth Group’s WEC Energy WEC Stock Holding History

Portside Wealth Group’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 		$992K Sell
8,499
-524
-6% -$59.8K 0.12% 194
2026
Q1 		$1.04M Sell
9,023
-850
-9% -$95.5K 0.14% 162
2025
Q4 		$1.04M Sell
9,873
-1,481
-13% -$164K 0.14% 163
2025
Q3 		$1.3M Buy
11,354
+217
+2% +$23.5K 0.18% 125
2025
Q2 		$1.16M Sell
11,137
-168
-1% -$17.9K 0.17% 131
2025
Q1 		$1.23M Buy
11,305
+514
+5% +$52.5K 0.2% 112
2024
Q4 		$1.01M Buy
10,791
+656
+6% +$63.6K 0.17% 130
2024
Q3 		$975K Sell
10,135
-169
-2% -$15K 0.17% 139
2024
Q2 		$808K Sell
10,304
-79
-0.8% -$6.42K 0.15% 148
2024
Q1 		$853K Buy
10,383
+2,255
+28% +$181K 0.16% 149
2023
Q4 		$684K Sell
8,128
-2,246
-22% -$185K 0.13% 173
2023
Q3 		$837K Buy
10,374
+127
+1% +$11K 0.16% 137
2023
Q2 		$904K Buy
+10,247
New +$947K 0.17% 134

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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Portside Wealth Group's WEC Position: Q2 2026 in Review

Portside Wealth Group reduced its WEC Energy (WEC) stake by 5.8% in Q2 2026, selling an estimated $59.8K and leaving 8,499 shares worth $992K. The position accounts for 0.12% of the portfolio, ranked #194.

Portside Wealth Group first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q3 2025. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Portside Wealth Group held 8,499 shares of WEC Energy worth $992K as of Q2 2026.
  • Portside Wealth Group sold 524 WEC Energy shares in Q2 2026, an estimated $59.8K.
  • WEC Energy made up 0.12% of Portside Wealth Group's portfolio in Q2 2026, its #194 holding.
  • Portside Wealth Group first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's WEC Energy position peaked at $1.3M in Q3 2025.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.