QWM
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Quaker Wealth Management’s WEC Energy WEC Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-3
Closed -$327 – 1729
2025
Q1 		$327 Buy
+3
New +$306 ﹤0.01% 731

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Quaker Wealth Management's WEC Position: Q2 2026 in Review

Quaker Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 6 shares worth $701. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Quaker Wealth Management first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Quaker Wealth Management held 6 shares of WEC Energy worth $701 as of Q2 2026.
  • Quaker Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Quaker Wealth Management first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 484 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.