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Robertson Stephens Wealth Management’s WEC Energy WEC Stock Holding History

Robertson Stephens 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
2026
Q2 		$486K Sell
4,160
-8
-0.2% -$913 0.01% 445
2026
Q1 		$483K Buy
4,168
+19
+0.5% +$2.13K 0.01% 427
2025
Q4 		$438K Buy
4,149
+851
+26% +$94.2K 0.01% 457
2025
Q3 		$378K Sell
3,298
-2,075
-39% -$225K 0.01% 406
2025
Q2 		$560K Buy
5,373
+1,856
+53% +$197K 0.02% 349
2025
Q1 		$383K Sell
3,517
-2
-0.1% -$204 0.01% 404
2024
Q4 		$331K Sell
3,519
-41
-1% -$3.98K 0.01% 445
2024
Q3 		$342K Buy
3,560
+157
+5% +$13.9K 0.01% 500
2024
Q2 		$267K Buy
3,403
+144
+4% +$11.7K 0.01% 434
2024
Q1 		$268K Buy
3,259
+2
+0.1% +$161 0.01% 440
2023
Q4 		$274K Buy
3,257
+206
+7% +$17K 0.02% 395
2023
Q3 		$246K Buy
3,051
+204
+7% +$17.7K 0.02% 402
2023
Q2 		$251K Buy
+2,847
New +$263K 0.02% 377
2023
Q1 		– Sell
-2,171
Closed -$204K – 466
2022
Q4 		$204K Buy
+2,171
New +$201K 0.02% 395

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Robertson Stephens Wealth Management's WEC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its WEC Energy (WEC) stake by 0.19% in Q2 2026, selling an estimated $913 and leaving 4,160 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #445.

Robertson Stephens Wealth Management first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $560K in Q2 2025. 622 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,160 shares of WEC Energy worth $486K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 8 WEC Energy shares in Q2 2026, an estimated $913.
  • WEC Energy made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #445 holding.
  • Robertson Stephens Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's WEC Energy position peaked at $560K in Q2 2025.
  • 622 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.