Triangle Securities Wealth Management’s WEC Energy WEC Stock Holding History

Triangle Securities Wealth Management’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	$904K	Buy	7,739 +5	+0.1%	+$570	0.18%	114
2026 Q1	$895K	Sell	7,734 -1	-0%	-$112	0.2%	107
2025 Q4	$816K	Sell	7,735 -46	-0.6%	-$5.09K	0.17%	123
2025 Q3	$892K	Buy	7,781 +4	+0.1%	+$434	0.2%	115
2025 Q2	$810K	Sell	7,777 -45	-0.6%	-$4.79K	0.2%	115
2025 Q1	$852K	Buy	7,822 +459	+6%	+$46.9K	0.22%	115
2024 Q4	$692K	Sell	7,363 -209	-3%	-$20.3K	0.18%	130
2024 Q3	$728K	Sell	7,572 -26	-0.3%	-$2.3K	0.19%	129
2024 Q2	$596K	Buy	7,598 +1,795	+31%	+$146K	0.17%	137
2024 Q1	$477K	Buy	+5,803	New	+$467K	0.14%	147
2013 Q3	–	Sell	-600	Closed	-$25K	–	381
2013 Q2	$25K	Buy	+600	New	+$25.4K	0.02%	349

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triangle Securities Wealth Management's WEC Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its WEC Energy (WEC) stake by 0.06% in Q2 2026, buying an estimated $570 and bringing the position to 7,739 shares worth $904K. The position accounts for 0.18% of the portfolio, ranked #114.

Triangle Securities Wealth Management first reported a position in WEC in Q2 2013 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Triangle Securities Wealth Management held 7,739 shares of WEC Energy worth $904K as of Q2 2026.
Triangle Securities Wealth Management bought 5 WEC Energy shares in Q2 2026, an estimated $570.
WEC Energy made up 0.18% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #114 holding.
Triangle Securities Wealth Management first reported a position in WEC Energy in Q2 2013 and has held it in 11 quarters since.
245 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.