RFN
WEC icon

RDA Financial Network’s WEC Energy WEC Stock Holding History

RDA Financial Network’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 		$413K Buy
3,540
+1,414
+67% +$161K 0.09% 187
2026
Q1 		$246K Sell
2,126
-76
-3% -$8.54K 0.06% 234
2025
Q4 		$232K Buy
2,202
+175
+9% +$19.4K 0.06% 239
2025
Q3 		$232K Sell
2,027
-262
-11% -$28.4K 0.06% 239
2025
Q2 		$238K Sell
2,289
-71
-3% -$7.55K 0.06% 228
2025
Q1 		$257K Buy
2,360
+56
+2% +$5.72K 0.08% 211
2024
Q4 		$217K Buy
2,304
+22
+1% +$2.13K 0.06% 227
2024
Q3 		$219K Buy
+2,282
New +$202K 0.07% 218

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
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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return