Verity & Verity
WEC icon

Verity & Verity’s WEC Energy WEC Stock Holding History

Verity & Verity’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
Q3 		$30.2M Buy
299,813
+80,331
+37% +$8.75M 2.02% 15
2026
Q2 		$25.6M Buy
219,482
+81,158
+59% +$9.26M 1.76% 21
2026
Q1 		$16M Buy
138,324
+4,822
+4% +$542K 1.19% 42
2025
Q4 		$14.1M Buy
133,502
+4,762
+4% +$527K 1.09% 43
2025
Q3 		$14.8M Buy
128,740
+3,811
+3% +$413K 1.18% 42
2025
Q2 		$13M Buy
124,929
+11,033
+10% +$1.17M 1.12% 41
2025
Q1 		$12.4M Buy
113,896
+4,669
+4% +$477K 1.09% 45
2024
Q4 		$10.3M Buy
+109,227
New +$10.6M 0.94% 47

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Verity & Verity's WEC Position: Q3 2026 in Review

Verity & Verity increased its WEC Energy (WEC) stake by 37% in Q3 2026, buying an estimated $8.75M and bringing the position to 299,813 shares worth $30.2M. The position accounts for 2.02% of the portfolio, ranked #15.

Verity & Verity first reported a position in WEC in Q4 2024 and has held it in 8 quarters since. 333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Verity & Verity held 299,813 shares of WEC Energy worth $30.2M as of Q3 2026.
  • Verity & Verity bought 80,331 WEC Energy shares in Q3 2026, an estimated $8.75M.
  • WEC Energy made up 2.02% of Verity & Verity's portfolio in Q3 2026, its #15 holding.
  • Verity & Verity first reported a position in WEC Energy in Q4 2024 and has held it in 8 quarters since.
  • 333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.