RAFFA WEALTH MANAGEMENT, LLC’s WEC Energy WEC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.9K	Hold	42	–	–	﹤0.01%	600
2026 Q1	$4.86K	Buy	42 +2	+5%	+$225	﹤0.01%	538
2025 Q4	$4.22K	Hold	40	–	–	﹤0.01%	550
2025 Q3	$4.58K	Sell	40 -92	-70%	-$9.97K	﹤0.01%	503
2025 Q2	$13.8K	Buy	132 +92	+230%	+$9.79K	﹤0.01%	323
2025 Q1	$4.36K	Hold	40	–	–	﹤0.01%	454
2024 Q4	$3.76K	Hold	40	–	–	﹤0.01%	510
2024 Q3	$3.85K	Hold	40	–	–	﹤0.01%	470
2024 Q2	$3.14K	Hold	40	–	–	﹤0.01%	623
2024 Q1	$3.29K	Hold	40	–	–	﹤0.01%	584
2023 Q4	$3.37K	Hold	40	–	–	﹤0.01%	475
2023 Q3	$3.22K	Hold	40	–	–	﹤0.01%	460
2023 Q2	$3.53K	Hold	40	–	–	﹤0.01%	458
2023 Q1	$3.79K	Hold	40	–	–	﹤0.01%	450
2022 Q4	$3.75K	Hold	40	–	–	﹤0.01%	436
2022 Q3	$3.58K	Hold	40	–	–	﹤0.01%	458
2022 Q2	$4.03K	Hold	40	–	–	﹤0.01%	438
2022 Q1	$3.99K	Hold	40	–	–	﹤0.01%	461
2021 Q4	$3.88K	Hold	40	–	–	﹤0.01%	490
2021 Q3	$3.53K	Hold	40	–	–	﹤0.01%	463
2021 Q2	$3.56K	Hold	40	–	–	﹤0.01%	461
2021 Q1	$3.74K	Buy	40 +10	+33%	+$872	﹤0.01%	469
2020 Q4	$2.76K	Hold	30	–	–	﹤0.01%	472
2020 Q3	$2.91K	Hold	30	–	–	﹤0.01%	413
2020 Q2	$2.63K	Hold	30	–	–	﹤0.01%	421
2020 Q1	$2.64K	Hold	30	–	–	﹤0.01%	370
2019 Q4	$2.77K	Hold	30	–	–	﹤0.01%	338
2019 Q3	$2.85K	Buy	+30	New	+$2.7K	﹤0.01%	331
2019 Q2	–	Sell	-30	Closed	-$2.37K	–	1396
2019 Q1	$2.37K	Hold	30	–	–	﹤0.01%	330
2018 Q4	$2.08K	Hold	30	–	–	﹤0.01%	349
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	390
2018 Q2	$1.94K	Hold	30	–	–	﹤0.01%	380
2018 Q1	$1.88K	Buy	+30	New	+$1.86K	﹤0.01%	378

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WEC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its WEC Energy (WEC) position steady in Q2 2026 at 42 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WEC in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.8K in Q2 2025. 485 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 42 shares of WEC Energy worth $4.9K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #600 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in WEC Energy in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's WEC Energy position peaked at $13.8K in Q2 2025.
485 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.