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Vaughan Nelson Investment Management’s WEC Energy WEC Stock Holding History

Vaughan Nelson Investment 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 		$79.7M Buy
682,599
+3,645
+0.5% +$416K 0.7% 53
2026
Q1 		$78.6M Buy
678,954
+149,635
+28% +$16.8M 0.79% 45
2025
Q4 		$55.8M Buy
529,319
+109,745
+26% +$12.2M 0.55% 67
2025
Q3 		$48.1M Buy
419,574
+49,905
+13% +$5.41M 0.44% 81
2025
Q2 		$38.5M Sell
369,669
-20,561
-5% -$2.19M 0.36% 93
2025
Q1 		$42.5M Buy
+390,230
New +$39.9M 0.43% 79
2024
Q1 		– Sell
-14
Closed -$1K – 263
2023
Q4 		$1K Sell
14
-286,096
-100% -$23.6M ﹤0.01% 246
2023
Q3 		$23M Sell
286,110
-160,777
-36% -$14M 0.26% 105
2023
Q2 		$39.4M Buy
+446,887
New +$41.3M 0.44% 68
2020
Q2 		– Sell
-273,590
Closed -$24.1M – 203
2020
Q1 		$24.1M Sell
273,590
-95,575
-26% -$9.19M 0.41% 85
2019
Q4 		$34M Sell
369,165
-11,790
-3% -$1.07M 0.43% 88
2019
Q3 		$36.2M Sell
380,955
-88,040
-19% -$7.93M 0.48% 80
2019
Q2 		$39.1M Sell
468,995
-63,350
-12% -$5.08M 0.52% 67
2019
Q1 		$42.1M Sell
532,345
-128,025
-19% -$9.5M 0.56% 66
2018
Q4 		$45.7M Sell
660,370
-49,300
-7% -$3.46M 0.65% 55
2018
Q3 		$47.4M Sell
709,670
-24,205
-3% -$1.61M 0.55% 72
2018
Q2 		$47.4M Buy
+733,875
New +$45.6M 0.57% 74

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
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
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
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

Vaughan Nelson Investment Management's WEC Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its WEC Energy (WEC) stake by 0.54% in Q2 2026, buying an estimated $416K and bringing the position to 682,599 shares worth $79.7M. The position accounts for 0.7% of the portfolio, ranked #53.

Vaughan Nelson Investment Management first reported a position in WEC in Q2 2018 and has held it in 17 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Vaughan Nelson Investment Management held 682,599 shares of WEC Energy worth $79.7M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 3,645 WEC Energy shares in Q2 2026, an estimated $416K.
  • WEC Energy made up 0.7% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #53 holding.
  • Vaughan Nelson Investment Management first reported a position in WEC Energy in Q2 2018 and has held it in 17 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.