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Sachetta’s WEC Energy WEC Stock Holding History

Sachetta’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 		$25.8K Buy
221
+73
+49% +$8.33K 0.01% 265
2026
Q1 		$17.1K Buy
148
+39
+36% +$4.38K 0.01% 334
2025
Q4 		$11.5K Hold
109
– – 0.01% 379
2025
Q3 		$12.5K Hold
109
– – ﹤0.01% 424
2025
Q2 		$11.4K Buy
109
+29
+36% +$3.09K ﹤0.01% 421
2025
Q1 		$8.72K Hold
80
– – ﹤0.01% 451
2024
Q4 		$7.52K Sell
80
-44
-35% -$4.27K ﹤0.01% 503
2024
Q3 		$11.9K Hold
124
– – ﹤0.01% 440
2024
Q2 		$10.6K Sell
124
-23
-16% -$1.87K ﹤0.01% 426
2024
Q1 		$12.4K Hold
147
– – 0.01% 378
2023
Q4 		$12.4K Buy
+147
New +$12.1K 0.01% 378

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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 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

Sachetta's WEC Position: Q2 2026 in Review

Sachetta increased its WEC Energy (WEC) stake by 49% in Q2 2026, buying an estimated $8.33K and bringing the position to 221 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #265.

Sachetta first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sachetta held 221 shares of WEC Energy worth $25.8K as of Q2 2026.
  • Sachetta bought 73 WEC Energy shares in Q2 2026, an estimated $8.33K.
  • WEC Energy made up 0.01% of Sachetta's portfolio in Q2 2026, its #265 holding.
  • Sachetta first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 220 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.