Princeton Global Asset Management’s WEC Energy WEC Stock Holding History

Princeton Global Asset Management’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	$31K	Buy	266 +1	+0.4%	+$114	﹤0.01%	420
2026 Q1	$30.6K	Buy	265 +1	+0.4%	+$112	0.01%	422
2025 Q4	$27.8K	Buy	264 +1	+0.4%	+$111	﹤0.01%	435
2025 Q3	$30.1K	Buy	263 +1	+0.4%	+$108	0.01%	393
2025 Q2	$27.3K	Buy	262 +1	+0.4%	+$106	0.01%	389
2025 Q1	$28.4K	Buy	261 +1	+0.4%	+$102	0.01%	361
2024 Q4	$24.5K	Buy	260 +1	+0.4%	+$97	﹤0.01%	396
2024 Q3	$24.9K	Buy	259 +1	+0.4%	+$89	﹤0.01%	394
2024 Q2	$20.3K	Buy	258 +1	+0.4%	+$81	﹤0.01%	390
2024 Q1	$21.1K	Buy	257 +1	+0.4%	+$80	0.01%	357
2023 Q4	$21.5K	Buy	256 +1	+0.4%	+$82	0.01%	352
2023 Q3	$20.5K	Buy	255 +1	+0.4%	+$87	0.01%	335
2023 Q2	$22.4K	Buy	254 +1	+0.4%	+$92	0.01%	327
2023 Q1	$24K	Buy	253 +1	+0.4%	+$93	0.01%	332
2022 Q4	$24K	Buy	252 +1	+0.4%	+$92	0.01%	314
2022 Q3	$22K	Hold	251	–	–	0.01%	310
2022 Q2	$25K	Buy	251 +1	+0.4%	+$101	0.01%	312
2022 Q1	$25K	Buy	250 +150	+150%	+$14.2K	0.01%	340
2021 Q4	$10K	Hold	100	–	–	﹤0.01%	411
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	416
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	426
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	393
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	398
2020 Q3	$10K	Sell	100 -841	-89%	-$78.4K	﹤0.01%	351
2020 Q2	$82K	Hold	941	–	–	0.03%	227
2020 Q1	$83K	Buy	941 +100	+12%	+$9.62K	0.04%	203
2019 Q4	$78	Buy	+841	New	+$76.7K	0.03%	203

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 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

Princeton Global Asset Management's WEC Position: Q2 2026 in Review

Princeton Global Asset Management increased its WEC Energy (WEC) stake by 0.38% in Q2 2026, buying an estimated $114 and bringing the position to 266 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Princeton Global Asset Management first reported a position in WEC in Q4 2019 and has held it in 27 quarters since. The position peaked at $83K in Q1 2020. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Princeton Global Asset Management held 266 shares of WEC Energy worth $31K as of Q2 2026.
Princeton Global Asset Management bought 1 WEC Energy share in Q2 2026, an estimated $114.
WEC Energy made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #420 holding.
Princeton Global Asset Management first reported a position in WEC Energy in Q4 2019 and has held it in 27 quarters since.
Princeton Global Asset Management's WEC Energy position peaked at $83K in Q1 2020.
209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.