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TI-Trust’s WEC Energy WEC Stock Holding History

TI-Trust’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 		$751K Hold
6,430
– – 0.4% 68
2026
Q1 		$744K Hold
6,430
– – 0.44% 68
2025
Q4 		$678K Hold
6,430
– – 0.42% 72
2025
Q3 		$737K Hold
6,430
– – 0.46% 66
2025
Q2 		$670K Hold
6,430
– – 0.45% 66
2025
Q1 		$701K Hold
6,430
– – 0.46% 57
2024
Q4 		$605K Hold
6,430
– – 0.41% 68
2024
Q3 		$618K Hold
6,430
– – 0.44% 67
2024
Q2 		$504K Hold
6,430
– – 0.39% 76
2024
Q1 		$528K Hold
6,430
– – 0.39% 75
2023
Q4 		$541K Hold
6,430
– – 0.48% 62
2023
Q3 		$518K Hold
6,430
– – 0.49% 59
2023
Q2 		$567K Hold
6,430
– – 0.52% 60
2023
Q1 		$610K Hold
6,430
– – 0.57% 50
2022
Q4 		$603K Hold
6,430
– – 0.57% 55
2022
Q3 		$575K Hold
6,430
– – 0.62% 48
2022
Q2 		$647K Hold
6,430
– – 0.66% 48
2022
Q1 		$642K Sell
6,430
-412
-6% -$38.9K 0.58% 54
2021
Q4 		$664K Buy
+6,842
New +$625K 0.59% 58
2019
Q4 		$714K Buy
+7,742
New +$706K 0.7% 42

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

TI-Trust's WEC Position: Q2 2026 in Review

TI-Trust held its WEC Energy (WEC) position steady in Q2 2026 at 6,430 shares worth $751K. The position accounts for 0.4% of the portfolio, ranked #68.

TI-Trust first reported a position in WEC in Q4 2019 and has held it in 20 quarters since. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • TI-Trust held 6,430 shares of WEC Energy worth $751K as of Q2 2026.
  • TI-Trust left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.4% of TI-Trust's portfolio in Q2 2026, its #68 holding.
  • TI-Trust first reported a position in WEC Energy in Q4 2019 and has held it in 20 quarters since.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.