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Triumph Capital Management’s WEC Energy WEC Stock Holding History

Triumph Capital 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 		$18.4K Hold
158
– – ﹤0.01% 962
2026
Q1 		$18.3K Hold
158
– – ﹤0.01% 922
2025
Q4 		$16.7K Buy
+158
New +$17.5K ﹤0.01% 922

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
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
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

Triumph Capital Management's WEC Position: Q2 2026 in Review

Triumph Capital Management held its WEC Energy (WEC) position steady in Q2 2026 at 158 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Triumph Capital Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Triumph Capital Management held 158 shares of WEC Energy worth $18.4K as of Q2 2026.
  • Triumph Capital Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #962 holding.
  • Triumph Capital Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.