Schaper Benz & Wise Investment Counsel’s WEC Energy WEC Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$551K	Hold	4,718	–	–	0.04%	129
2026 Q1	$546K	Sell	4,718 -49	-1%	-$5.5K	0.04%	124
2025 Q4	$503K	Buy	4,767 +787	+20%	+$87.1K	0.04%	124
2025 Q3	$456K	Hold	3,980	–	–	0.03%	123
2025 Q2	$415K	Buy	3,980 +49	+1%	+$5.21K	0.03%	126
2025 Q1	$428K	Hold	3,931	–	–	0.03%	122
2024 Q4	$370K	Sell	3,931 -200	-5%	-$19.4K	0.03%	124
2024 Q3	$397K	Buy	4,131 +301	+8%	+$26.7K	0.03%	125
2024 Q2	$301K	Sell	3,830 -2,700	-41%	-$219K	0.03%	125
2024 Q1	$536K	Buy	6,530 +4,000	+158%	+$322K	0.04%	107
2023 Q4	$213K	Sell	2,530 -300	-11%	-$24.7K	0.02%	130
2023 Q3	$228K	Hold	2,830	–	–	0.02%	126
2023 Q2	$250K	Hold	2,830	–	–	0.02%	124
2023 Q1	$268K	Hold	2,830	–	–	0.03%	125
2022 Q4	$265K	Hold	2,830	–	–	0.03%	124
2022 Q3	$253K	Sell	2,830 -2,247	-44%	-$230K	0.03%	128
2022 Q2	$511K	Hold	5,077	–	–	0.05%	108
2022 Q1	$507K	Buy	5,077 +2,247	+79%	+$212K	0.04%	112
2021 Q4	$275K	Hold	2,830	–	–	0.02%	136
2021 Q3	$250K	Buy	2,830 +30	+1%	+$2.81K	0.02%	118
2021 Q2	$249K	Hold	2,800	–	–	0.02%	117
2021 Q1	$262K	Hold	2,800	–	–	0.03%	111
2020 Q4	$258K	Buy	+2,800	New	+$272K	0.03%	114
2017 Q3	–	Sell	-3,800	Closed	-$233K	–	116
2017 Q2	$233K	Hold	3,800	–	–	0.04%	114
2017 Q1	$230K	Sell	3,800 -260	-6%	-$15.3K	0.04%	95
2016 Q4	$238K	Hold	4,060	–	–	0.04%	91
2016 Q3	$243K	Hold	4,060	–	–	0.04%	96
2016 Q2	$265K	Hold	4,060	–	–	0.05%	94
2016 Q1	$244K	Sell	4,060 -231	-5%	-$12.9K	0.05%	93
2015 Q4	$220K	Hold	4,291	–	–	0.04%	95
2015 Q3	$224K	Buy	+4,291	New	+$209K	0.05%	92

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's WEC Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel held its WEC Energy (WEC) position steady in Q2 2026 at 4,718 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #129.

Schaper Benz & Wise Investment Counsel first reported a position in WEC in Q3 2015 and has held it in 31 quarters since. 437 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 4,718 shares of WEC Energy worth $551K as of Q2 2026.
Schaper Benz & Wise Investment Counsel left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #129 holding.
Schaper Benz & Wise Investment Counsel first reported a position in WEC Energy in Q3 2015 and has held it in 31 quarters since.
437 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.