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Prudent Man Investment Management’s WEC Energy WEC Stock Holding History

Prudent Man Investment 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 		$31.6K Hold
300
– – 0.01% 65
2026
Q1 		$31.6K Hold
300
– – 0.01% 65
2025
Q4 		$31.6K Hold
300
– – 0.01% 65
2025
Q3 		$28.2K Hold
300
– – 0.02% 64
2025
Q2 		$28.2K Hold
300
– – 0.02% 64
2025
Q1 		$28.2K Hold
300
– – 0.02% 64
2024
Q4 		$28.2K Buy
+300
New +$29.1K 0.02% 64

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prudent Man Investment Management's WEC Position: Q2 2026 in Review

Prudent Man Investment Management held its WEC Energy (WEC) position steady in Q2 2026 at 300 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #65.

Prudent Man Investment Management first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Prudent Man Investment Management held 300 shares of WEC Energy worth $31.6K as of Q2 2026.
  • Prudent Man Investment Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #65 holding.
  • Prudent Man Investment Management first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 668 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.