RP
WEC icon

Rowlandmiller & Partners’s WEC Energy WEC Stock Holding History

Rowlandmiller & Partners’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 		$1.14M Hold
9,728
– – 0.21% 82
2026
Q1 		$1.13M Sell
9,728
-816
-8% -$91.7K 0.23% 79
2025
Q4 		$1.11M Hold
10,544
– – 0.21% 79
2025
Q3 		$1.21M Sell
10,544
-47
-0.4% -$5.09K 0.24% 77
2025
Q2 		$1.1M Hold
10,591
– – 0.23% 78
2025
Q1 		$1.15M Sell
10,591
-400
-4% -$40.9K 0.24% 73
2024
Q4 		$1.03M Hold
10,991
– – 0.22% 81
2024
Q3 		$1.06M Sell
10,991
-314
-3% -$27.8K 0.21% 84
2024
Q2 		$887K Hold
11,305
– – 0.19% 84
2024
Q1 		$928K Hold
11,305
– – 0.2% 80
2023
Q4 		$952K Sell
11,305
-870
-7% -$71.6K 0.22% 78
2023
Q3 		$981K Hold
12,175
– – 0.24% 75
2023
Q2 		$1.07M Sell
12,175
-92
-0.7% -$8.5K 0.25% 73
2023
Q1 		$1.16M Buy
12,267
+185
+2% +$17.1K 0.28% 66
2022
Q4 		$1.14M Sell
12,082
-283
-2% -$26.2K 0.28% 64
2022
Q3 		$1.11M Hold
12,365
– – 0.3% 63
2022
Q2 		$1.24M Buy
12,365
+200
+2% +$20.3K 0.32% 62
2022
Q1 		$1.21M Buy
12,165
+1,315
+12% +$124K 0.28% 62
2021
Q4 		$1.05M Buy
10,850
+1,710
+19% +$156K 0.24% 69
2021
Q3 		$801K Sell
9,140
-745
-8% -$69.9K 0.27% 61
2021
Q2 		$879K Hold
9,885
– – 0.22% 77
2021
Q1 		$925K Hold
9,885
– – 0.24% 70
2020
Q4 		$910K Buy
9,885
+803
+9% +$78.1K 0.26% 64
2020
Q3 		$800K Sell
9,082
-58
-0.6% -$5.4K 0.32% 58
2020
Q2 		$801K Buy
9,140
+58
+0.6% +$5.23K 0.27% 61
2020
Q1 		$800K Sell
9,082
-163
-2% -$15.7K 0.32% 58
2019
Q4 		$853K Sell
9,245
-92
-1% -$8.39K 0.27% 65
2019
Q3 		$886K Sell
9,337
-46
-0.5% -$4.14K 0.3% 64
2019
Q2 		$781K Sell
9,383
-6
-0.1% -$481 0.27% 67
2019
Q1 		$742K Sell
9,389
-66
-0.7% -$4.9K 0.27% 67
2018
Q4 		$655K Sell
9,455
-64
-0.7% -$4.49K 0.27% 66
2018
Q3 		$635K Sell
9,519
-150
-2% -$10K 0.23% 71
2018
Q2 		$626K Sell
9,669
-348
-3% -$21.6K 0.24% 69
2018
Q1 		$629K Sell
10,017
-2,011
-17% -$125K 0.25% 67
2017
Q4 		$800K Sell
12,028
-100
-0.8% -$6.71K 0.31% 59
2017
Q3 		$761K Buy
12,128
+494
+4% +$31.5K 0.32% 59
2017
Q2 		$715K Sell
11,634
-4,086
-26% -$252K 0.3% 58
2017
Q1 		$955K Sell
15,720
-93
-0.6% -$5.48K 0.42% 54
2016
Q4 		$928K Buy
+15,813
New +$907K 0.42% 52
2016
Q3 		– Sell
-32,538
Closed -$2.12M – 125
2016
Q2 		$2.12M Sell
32,538
-569
-2% -$34.2K 0.98% 39
2016
Q1 		$1.99M Hold
33,107
– – 0.94% 38
2015
Q4 		$1.69M Sell
33,107
-232
-0.7% -$11.8K 0.86% 39
2015
Q3 		$1.74M Sell
33,339
-252
-0.8% -$12.3K 0.92% 40
2015
Q2 		$1.51M Buy
+33,591
New +$1.61M 0.75% 42

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
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Rowlandmiller & Partners's WEC Position: Q2 2026 in Review

Rowlandmiller & Partners held its WEC Energy (WEC) position steady in Q2 2026 at 9,728 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #82.

Rowlandmiller & Partners first reported a position in WEC in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.12M in Q2 2016. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Rowlandmiller & Partners held 9,728 shares of WEC Energy worth $1.14M as of Q2 2026.
  • Rowlandmiller & Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.21% of Rowlandmiller & Partners's portfolio in Q2 2026, its #82 holding.
  • Rowlandmiller & Partners first reported a position in WEC Energy in Q2 2015 and has held it in 44 quarters since.
  • Rowlandmiller & Partners's WEC Energy position peaked at $2.12M in Q2 2016.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.