Salem Investment Counselors
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Salem Investment Counselors’s WEC Energy WEC Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-519
Closed -$60.6K – 1152
2026
Q2 		$60.6K Hold
519
– – ﹤0.01% 576
2026
Q1 		$60.1K Buy
+519
New +$58.3K ﹤0.01% 562
2025
Q4 		– Sell
-518
Closed -$59.4K – 1147
2025
Q3 		$59.4K Sell
518
-73
-12% -$7.91K ﹤0.01% 569
2025
Q2 		$61.6K Buy
591
+73
+14% +$7.77K ﹤0.01% 543
2025
Q1 		$56.5K Hold
518
– – ﹤0.01% 552
2024
Q4 		$48.7K Hold
518
– – ﹤0.01% 584
2024
Q3 		$49.8K Hold
518
– – ﹤0.01% 578
2024
Q2 		$40.6K Hold
518
– – ﹤0.01% 608
2024
Q1 		$42.5K Hold
518
– – ﹤0.01% 585
2023
Q4 		$43.6K Sell
518
-40
-7% -$3.29K ﹤0.01% 567
2023
Q3 		$44.9K Hold
558
– – ﹤0.01% 538
2023
Q2 		$49.2K Hold
558
– – ﹤0.01% 523
2023
Q1 		$52.9K Hold
558
– – ﹤0.01% 514
2022
Q4 		$52.3K Hold
558
– – ﹤0.01% 509
2022
Q3 		$50K Hold
558
– – ﹤0.01% 481
2022
Q2 		$56K Hold
558
– – ﹤0.01% 490
2022
Q1 		$56K Hold
558
– – ﹤0.01% 492
2021
Q4 		$54K Buy
558
+85
+18% +$7.77K ﹤0.01% 550
2021
Q3 		$42K Hold
473
– – ﹤0.01% 526
2021
Q2 		$42K Hold
473
– – ﹤0.01% 507
2021
Q1 		$44K Sell
473
-118
-20% -$10.3K ﹤0.01% 471
2020
Q4 		$54K Buy
591
+118
+25% +$11.5K ﹤0.01% 424
2020
Q3 		$46K Hold
473
– – ﹤0.01% 382
2020
Q2 		$41K Hold
473
– – ﹤0.01% 393
2020
Q1 		$42K Hold
473
– – ﹤0.01% 362
2019
Q4 		$44K Buy
+473
New +$43.1K ﹤0.01% 386
2017
Q4 		– Sell
-15
Closed -$1K – 587
2017
Q3 		$1K Sell
15
-70
-82% -$4.47K ﹤0.01% 551
2017
Q2 		$5K Buy
+85
New +$5.25K ﹤0.01% 525

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Salem Investment Counselors's WEC Position: Q3 2026 in Review

Salem Investment Counselors sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 519 shares — an estimated $60.6K sold.

Salem Investment Counselors first reported a position in WEC in Q2 2017 and held it in 28 quarters. The position peaked at $61.6K in Q2 2025. 189 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Salem Investment Counselors reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 519 WEC Energy shares in Q3 2026, an estimated $60.6K.
  • Salem Investment Counselors first reported a position in WEC Energy in Q2 2017 and held it in 28 quarters.
  • Salem Investment Counselors's WEC Energy position peaked at $61.6K in Q2 2025.
  • 189 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.