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ShankerValleau Wealth Advisors’s WEC Energy WEC Stock Holding History

ShankerValleau Wealth Advisors’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 		$233K Hold
1,993
– – 0.06% 39
2026
Q1 		$231K Hold
1,993
– – 0.07% 37
2025
Q4 		$210K Hold
1,993
– – 0.06% 38
2025
Q3 		$228K Hold
1,993
– – 0.06% 37
2025
Q2 		$208K Hold
1,993
– – 0.06% 37
2025
Q1 		$217K Buy
+1,993
New +$204K 0.07% 34

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
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
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)
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

ShankerValleau Wealth Advisors's WEC Position: Q2 2026 in Review

ShankerValleau Wealth Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 1,993 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #39.

ShankerValleau Wealth Advisors first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • ShankerValleau Wealth Advisors held 1,993 shares of WEC Energy worth $233K as of Q2 2026.
  • ShankerValleau Wealth Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.06% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • ShankerValleau Wealth Advisors first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.