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Richard C. Young & Co’s WEC Energy WEC Stock Holding History

Richard C. Young & Co’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 		$1.67M Sell
14,338
-129
-0.9% -$14.7K 0.12% 64
2026
Q1 		$1.67M Buy
14,467
+70
+0.5% +$7.87K 0.14% 66
2025
Q4 		$1.52M Sell
14,397
-20
-0.1% -$2.21K 0.14% 67
2025
Q3 		$1.65M Sell
14,417
-23,298
-62% -$2.53M 0.15% 66
2025
Q2 		$3.93M Buy
37,715
+1,405
+4% +$149K 0.39% 62
2025
Q1 		$3.96M Sell
36,310
-1,526
-4% -$156K 0.43% 63
2024
Q4 		$3.56M Sell
37,836
-438
-1% -$42.5K 0.39% 65
2024
Q3 		$3.68M Sell
38,274
-1,058
-3% -$93.8K 0.4% 59
2024
Q2 		$3.09M Sell
39,332
-1,138
-3% -$92.4K 0.38% 58
2024
Q1 		$3.32M Sell
40,470
-2,807
-6% -$226K 0.42% 56
2023
Q4 		$3.64M Sell
43,277
-614
-1% -$50.6K 0.49% 56
2023
Q3 		$3.54M Sell
43,891
-355
-0.8% -$30.8K 0.5% 55
2023
Q2 		$3.9M Sell
44,246
-640
-1% -$59.1K 0.54% 55
2023
Q1 		$4.25M Sell
44,886
-6,429
-13% -$595K 0.59% 56
2022
Q4 		$4.81M Sell
51,315
-1,364
-3% -$126K 0.64% 59
2022
Q3 		$4.71M Sell
52,679
-968
-2% -$98.9K 0.72% 55
2022
Q2 		$5.4M Sell
53,647
-118
-0.2% -$12K 0.7% 56
2022
Q1 		$5.37M Sell
53,765
-699
-1% -$66K 0.69% 56
2021
Q4 		$5.29M Sell
54,464
-673
-1% -$61.5K 0.67% 59
2021
Q3 		$4.86M Sell
55,137
-375
-0.7% -$35.2K 0.67% 57
2021
Q2 		$4.94M Sell
55,512
-941
-2% -$88.6K 0.63% 60
2021
Q1 		$5.28M Buy
56,453
+185
+0.3% +$16.1K 0.7% 58
2020
Q4 		$5.18M Sell
56,268
-579
-1% -$56.3K 0.79% 54
2020
Q3 		$5.51M Sell
56,847
-178
-0.3% -$16.6K 0.89% 46
2020
Q2 		$5M Sell
57,025
-2,937
-5% -$265K 0.83% 47
2020
Q1 		$5.28M Sell
59,962
-91
-0.2% -$8.75K 1.02% 43
2019
Q4 		$5.54M Sell
60,053
-19
-0% -$1.73K 0.92% 49
2019
Q3 		$5.71M Sell
60,072
-370
-0.6% -$33.3K 1.03% 44
2019
Q2 		$5.04M Sell
60,442
-1,186
-2% -$95.1K 0.96% 46
2019
Q1 		$4.87M Buy
61,628
+5,863
+11% +$435K 0.93% 48
2018
Q4 		$3.86M Buy
55,765
+1,119
+2% +$78.6K 0.82% 43
2018
Q3 		$3.65M Buy
54,646
+988
+2% +$65.9K 0.69% 46
2018
Q2 		$3.47M Buy
53,658
+1,609
+3% +$100K 0.7% 44
2018
Q1 		$3.26M Buy
52,049
+46,910
+913% +$2.91M 0.65% 44
2017
Q4 		$341K Buy
+5,139
New +$345K 0.06% 61

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

Richard C. Young & Co's WEC Position: Q2 2026 in Review

Richard C. Young & Co reduced its WEC Energy (WEC) stake by 0.89% in Q2 2026, selling an estimated $14.7K and leaving 14,338 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #64.

Richard C. Young & Co first reported a position in WEC in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.71M in Q3 2019. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Richard C. Young & Co held 14,338 shares of WEC Energy worth $1.67M as of Q2 2026.
  • Richard C. Young & Co sold 129 WEC Energy shares in Q2 2026, an estimated $14.7K.
  • WEC Energy made up 0.12% of Richard C. Young & Co's portfolio in Q2 2026, its #64 holding.
  • Richard C. Young & Co first reported a position in WEC Energy in Q4 2017 and has held it in 35 quarters since.
  • Richard C. Young & Co's WEC Energy position peaked at $5.71M in Q3 2019.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.