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Waterway Wealth Management’s WEC Energy WEC Stock Holding History

Waterway Wealth 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 		$499K Sell
4,277
-3,133
-42% -$357K 0.1% 74
2026
Q1 		$858K Buy
7,410
+35
+0.5% +$3.93K 0.19% 59
2025
Q4 		$778K Buy
+7,375
New +$817K 0.18% 59

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Waterway Wealth Management's WEC Position: Q2 2026 in Review

Waterway Wealth Management reduced its WEC Energy (WEC) stake by 42% in Q2 2026, selling an estimated $357K and leaving 4,277 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #74.

Waterway Wealth Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $858K in Q1 2026. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Waterway Wealth Management held 4,277 shares of WEC Energy worth $499K as of Q2 2026.
  • Waterway Wealth Management sold 3,133 WEC Energy shares in Q2 2026, an estimated $357K.
  • WEC Energy made up 0.1% of Waterway Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Waterway Wealth Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Waterway Wealth Management's WEC Energy position peaked at $858K in Q1 2026.
  • 313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.