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Precedent Wealth Partners’s WEC Energy WEC Stock Holding History

Precedent Wealth 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 		$1.67M Buy
14,337
+1,374
+11% +$157K 0.28% 102
2026
Q1 		$1.5M Buy
12,963
+1,349
+12% +$152K 0.3% 96
2025
Q4 		$1.22M Buy
11,614
+1,686
+17% +$187K 0.26% 105
2025
Q3 		$1.14M Buy
9,928
+975
+11% +$106K 0.25% 102
2025
Q2 		$933K Buy
8,953
+2,132
+31% +$227K 0.23% 107
2025
Q1 		$743K Buy
+6,821
New +$697K 0.21% 110

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
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

Precedent Wealth Partners's WEC Position: Q2 2026 in Review

Precedent Wealth Partners increased its WEC Energy (WEC) stake by 11% in Q2 2026, buying an estimated $157K and bringing the position to 14,337 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #102.

Precedent Wealth Partners first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Precedent Wealth Partners held 14,337 shares of WEC Energy worth $1.67M as of Q2 2026.
  • Precedent Wealth Partners bought 1,374 WEC Energy shares in Q2 2026, an estimated $157K.
  • WEC Energy made up 0.28% of Precedent Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Precedent Wealth Partners first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.