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TS Financial Group (TSFG)’s WEC Energy WEC Stock Holding History

TS Financial Group (TSFG)’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 		$608K Buy
5,205
+37
+0.7% +$4.22K 0.08% 115
2026
Q1 		$598K Buy
5,168
+36
+0.7% +$4.04K 0.09% 107
2025
Q4 		$541K Buy
5,132
+34
+0.7% +$3.77K 0.08% 106
2025
Q3 		$584K Buy
5,098
+4,123
+423% +$447K 0.09% 102
2025
Q2 		$102K Buy
975
+1
+0.1% +$106 0.02% 232
2025
Q1 		$106K Sell
974
-1,725
-64% -$176K 0.02% 212
2024
Q4 		$254K Buy
2,699
+119
+5% +$11.5K 0.05% 139
2024
Q3 		$248K Hold
2,580
– – 0.05% 135
2024
Q2 		$202K Buy
2,580
+50
+2% +$4.06K 0.05% 143
2024
Q1 		$208K Hold
2,530
– – 0.05% 142
2023
Q4 		$213K Hold
2,530
– – 0.07% 130
2023
Q3 		$204K Buy
2,530
+305
+14% +$26.5K 0.07% 131
2023
Q2 		$196K Buy
2,225
+4
+0.2% +$370 0.07% 129
2023
Q1 		$211K Hold
2,221
– – 0.08% 118
2022
Q4 		$208K Hold
2,221
– – 0.08% 122
2022
Q3 		$199K Hold
2,221
– – 0.09% 114
2022
Q2 		$224K Hold
2,221
– – 0.1% 103
2022
Q1 		$222K Hold
2,221
– – 0.08% 116
2021
Q4 		$216K Hold
2,221
– – 0.08% 120
2021
Q3 		$196K Hold
2,221
– – 0.08% 133
2021
Q2 		$198K Hold
2,221
– – 0.08% 129
2021
Q1 		$208K Hold
2,221
– – 0.11% 101
2020
Q4 		$204K Hold
2,221
– – 0.11% 95
2020
Q3 		$215K Hold
2,221
– – 0.13% 87
2020
Q2 		$195K Buy
2,221
+33
+2% +$2.98K 0.13% 90
2020
Q1 		$193K Hold
2,188
– – 0.17% 83
2019
Q4 		$202K Hold
2,188
– – 0.15% 88
2019
Q3 		$208K Hold
2,188
– – 0.16% 84
2019
Q2 		$182K Hold
2,188
– – 0.15% 89
2019
Q1 		$173K Buy
+2,188
New +$162K 0.15% 91

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

TS Financial Group (TSFG)'s WEC Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its WEC Energy (WEC) stake by 0.72% in Q2 2026, buying an estimated $4.22K and bringing the position to 5,205 shares worth $608K. The position accounts for 0.08% of the portfolio, ranked #115.

TS Financial Group (TSFG) first reported a position in WEC in Q1 2019 and has held it in 30 quarters since. 494 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • TS Financial Group (TSFG) held 5,205 shares of WEC Energy worth $608K as of Q2 2026.
  • TS Financial Group (TSFG) bought 37 WEC Energy shares in Q2 2026, an estimated $4.22K.
  • WEC Energy made up 0.08% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #115 holding.
  • TS Financial Group (TSFG) first reported a position in WEC Energy in Q1 2019 and has held it in 30 quarters since.
  • 494 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.