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Verdence Capital Advisors’s WEC Energy WEC Stock Holding History

Verdence Capital Advisors’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 		$1.7M Buy
14,573
+2,501
+21% +$285K 0.09% 198
2026
Q1 		$1.4M Buy
12,072
+6,186
+105% +$695K 0.08% 229
2025
Q4 		$621K Buy
5,886
+56
+1% +$6.2K 0.04% 368
2025
Q3 		$680K Buy
5,830
+118
+2% +$12.8K 0.04% 367
2025
Q2 		$595K Buy
5,712
+92
+2% +$9.79K 0.04% 363
2025
Q1 		$612K Buy
5,620
+61
+1% +$6.23K 0.05% 328
2024
Q4 		$523K Buy
5,559
+26
+0.5% +$2.52K 0.04% 348
2024
Q3 		$532K Buy
+5,533
New +$490K 0.04% 358

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Verdence Capital Advisors's WEC Position: Q2 2026 in Review

Verdence Capital Advisors increased its WEC Energy (WEC) stake by 21% in Q2 2026, buying an estimated $285K and bringing the position to 14,573 shares worth $1.7M. The position accounts for 0.09% of the portfolio, ranked #198.

Verdence Capital Advisors first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 670 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Verdence Capital Advisors held 14,573 shares of WEC Energy worth $1.7M as of Q2 2026.
  • Verdence Capital Advisors bought 2,501 WEC Energy shares in Q2 2026, an estimated $285K.
  • WEC Energy made up 0.09% of Verdence Capital Advisors's portfolio in Q2 2026, its #198 holding.
  • Verdence Capital Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 670 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.