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SJS Investment Consulting’s WEC Energy WEC Stock Holding History

SJS Investment Consulting’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 		$153K Buy
1,313
+347
+36% +$39.6K 0.02% 185
2026
Q1 		$112K Buy
966
+78
+9% +$8.76K 0.01% 203
2025
Q4 		$93.7K Buy
888
+12
+1% +$1.33K 0.01% 214
2025
Q3 		$100K Buy
876
+865
+7,864% +$93.8K 0.01% 186
2025
Q2 		$1.15K Sell
11
-8
-42% -$851 ﹤0.01% 781
2025
Q1 		$2.07K Buy
19
+1
+6% +$102 ﹤0.01% 708
2024
Q4 		$1.69K Sell
18
-4
-18% -$388 ﹤0.01% 785
2024
Q3 		$2.12K Buy
22
+2
+10% +$177 ﹤0.01% 762
2024
Q2 		$1.57K Hold
20
– – ﹤0.01% 838
2024
Q1 		$1.64K Buy
20
+2
+11% +$161 ﹤0.01% 837
2023
Q4 		$1.52K Sell
18
-2
-10% -$165 ﹤0.01% 780
2023
Q3 		$1.61K Buy
20
+4
+25% +$348 ﹤0.01% 730
2023
Q2 		$1.41K Sell
16
-3
-16% -$277 ﹤0.01% 755
2023
Q1 		$1.8K Sell
19
-3
-14% -$278 ﹤0.01% 638
2022
Q4 		$2.06K Sell
22
-5
-19% -$462 ﹤0.01% 611
2022
Q3 		$2K Buy
+27
New +$2.76K ﹤0.01% 559
2022
Q1 		$20K Buy
203
+3
+2% +$283 0.01% 304
2021
Q4 		$19K Buy
+200
New +$18.3K 0.01% 285

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

SJS Investment Consulting's WEC Position: Q2 2026 in Review

SJS Investment Consulting increased its WEC Energy (WEC) stake by 36% in Q2 2026, buying an estimated $39.6K and bringing the position to 1,313 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #185.

SJS Investment Consulting first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. 496 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • SJS Investment Consulting held 1,313 shares of WEC Energy worth $153K as of Q2 2026.
  • SJS Investment Consulting bought 347 WEC Energy shares in Q2 2026, an estimated $39.6K.
  • WEC Energy made up 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #185 holding.
  • SJS Investment Consulting first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
  • 496 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.