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Private Harbour Investment Management & Counsel’s WEC Energy WEC Stock Holding History

Private Harbour Investment Management & Counsel’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 		$967K Hold
8,280
– – 1.15% 25
2026
Q1 		$959K Sell
8,280
-110
-1% -$12.4K 1.05% 29
2025
Q4 		$885K Sell
8,390
-7
-0.1% -$775 0.93% 30
2025
Q3 		$962K Sell
8,397
-425
-5% -$46.1K 1% 30
2025
Q2 		$919K Sell
8,822
-91
-1% -$9.68K 0.95% 30
2025
Q1 		$971K Sell
8,913
-467
-5% -$47.7K 1.08% 28
2024
Q4 		$882K Sell
9,380
-186
-2% -$18K 0.97% 29
2024
Q3 		$920K Buy
9,566
+62
+0.7% +$5.5K 0.97% 28
2024
Q2 		$746K Sell
9,504
-5
-0.1% -$406 0.78% 31
2024
Q1 		$781K Sell
9,509
-132
-1% -$10.6K 0.84% 32
2023
Q4 		$811K Sell
9,641
-45
-0.5% -$3.71K 0.93% 32
2023
Q3 		$780K Sell
9,686
-11
-0.1% -$956 0.89% 33
2023
Q2 		$856K Sell
9,697
-162
-2% -$15K 0.96% 32
2023
Q1 		$935K Sell
9,859
-208
-2% -$19.3K 1.05% 32
2022
Q4 		$944K Sell
10,067
-55
-0.5% -$5.08K 1.04% 33
2022
Q3 		$905K Sell
10,122
-575
-5% -$58.7K 1.05% 36
2022
Q2 		$1.08M Sell
10,697
-147
-1% -$14.9K 1.19% 35
2022
Q1 		$1.08M Sell
10,844
-133
-1% -$12.6K 0.91% 41
2021
Q4 		$1.07M Buy
10,977
+25
+0.2% +$2.29K 0.85% 40
2021
Q3 		$966K Hold
10,952
– – 0.85% 40
2021
Q2 		$974K Sell
10,952
-567
-5% -$53.4K 0.86% 44
2021
Q1 		$1.08M Buy
+11,519
New +$1M 0.98% 43

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Private Harbour Investment Management & Counsel's WEC Position: Q2 2026 in Review

Private Harbour Investment Management & Counsel held its WEC Energy (WEC) position steady in Q2 2026 at 8,280 shares worth $967K. The position accounts for 1.15% of the portfolio, ranked #25.

Private Harbour Investment Management & Counsel first reported a position in WEC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q1 2022. 829 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Private Harbour Investment Management & Counsel held 8,280 shares of WEC Energy worth $967K as of Q2 2026.
  • Private Harbour Investment Management & Counsel left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 1.15% of Private Harbour Investment Management & Counsel's portfolio in Q2 2026, its #25 holding.
  • Private Harbour Investment Management & Counsel first reported a position in WEC Energy in Q1 2021 and has held it in 22 quarters since.
  • Private Harbour Investment Management & Counsel's WEC Energy position peaked at $1.08M in Q1 2022.
  • 829 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Private Harbour Investment Management & Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.