Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s WEC Energy WEC Stock Holding History

Wealth Enhancement Advisory Services’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 		$17.8M Sell
154,525
-20,022
-11% -$2.28M 0.03% 476
2026
Q1 		$20.5M Sell
174,547
-118,624
-40% -$13.3M 0.04% 388
2025
Q4 		$31.1M Sell
293,171
-3,169
-1% -$351K 0.04% 360
2025
Q3 		$34.1M Buy
296,340
+17,939
+6% +$1.94M 0.05% 311
2025
Q2 		$29M Buy
278,401
+33,385
+14% +$3.55M 0.05% 323
2025
Q1 		$26.7M Buy
245,016
+34,986
+17% +$3.57M 0.05% 329
2024
Q4 		$19.8M Buy
210,030
+11,684
+6% +$1.13M 0.04% 374
2024
Q3 		$19.1M Buy
198,346
+43,799
+28% +$3.88M 0.04% 364
2024
Q2 		$12.1M Buy
154,547
+6,897
+5% +$560K 0.03% 434
2024
Q1 		$12.1M Buy
147,650
+15,546
+12% +$1.25M 0.03% 422
2023
Q4 		$11.1M Buy
132,104
+2,971
+2% +$245K 0.03% 409
2023
Q3 		$10.4M Buy
129,133
+113,860
+745% +$9.89M 0.03% 397
2023
Q2 		$1.35M Buy
15,273
+539
+4% +$49.8K 0.01% 238
2023
Q1 		$1.4M Buy
+14,734
New +$1.36M 0.02% 267
2022
Q3 		– Sell
-36,783
Closed -$3.66M – 385
2022
Q2 		$3.66M Buy
36,783
+34,459
+1,483% +$3.49M 0.05% 158
2022
Q1 		$234K Buy
2,324
+1
+0% +$94 ﹤0.01% 301
2021
Q4 		$224K Sell
2,323
-15,346
-87% -$1.4M ﹤0.01% 287
2021
Q3 		$1.6M Sell
17,669
-16,337
-48% -$1.53M 0.02% 161
2021
Q2 		$3.22M Sell
34,006
-28,650
-46% -$2.7M 0.05% 125
2021
Q1 		$5.88M Buy
62,656
+1,586
+3% +$138K 0.11% 86
2020
Q4 		$5.42M Buy
61,070
+58,428
+2,212% +$5.69M 0.12% 70
2020
Q3 		$264K Hold
2,642
– – 0.01% 199
2020
Q2 		$247K Buy
2,642
+52
+2% +$4.69K 0.01% 202
2020
Q1 		$245K Buy
2,590
+400
+18% +$38.5K 0.01% 205
2019
Q4 		$202K Buy
+2,190
New +$200K 0.01% 205
2016
Q3 		– Sell
-32,089
Closed -$2.1M – 184
2016
Q2 		$2.1M Buy
32,089
+3,340
+12% +$201K 0.38% 35
2016
Q1 		$1.71M Sell
28,749
-1,573
-5% -$88.1K 0.35% 37
2015
Q4 		$1.56M Buy
30,322
+4,677
+18% +$239K 0.39% 44
2015
Q3 		$1.34M Buy
25,645
+935
+4% +$45.5K 0.41% 46
2015
Q2 		$1.11M Buy
24,710
+5,268
+27% +$253K 0.34% 45
2015
Q1 		$962K Buy
19,442
+2,422
+14% +$127K 0.37% 48
2014
Q4 		$898K Buy
+17,020
New +$835K 0.35% 45

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's WEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WEC Energy (WEC) stake by 11% in Q2 2026, selling an estimated $2.28M and leaving 154,525 shares worth $17.8M. The position accounts for 0.03% of the portfolio, ranked #476.

Wealth Enhancement Advisory Services first reported a position in WEC in Q4 2014 and has held it in 32 quarters since. The position peaked at $34.1M in Q3 2025. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 154,525 shares of WEC Energy worth $17.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 20,022 WEC Energy shares in Q2 2026, an estimated $2.28M.
  • WEC Energy made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #476 holding.
  • Wealth Enhancement Advisory Services first reported a position in WEC Energy in Q4 2014 and has held it in 32 quarters since.
  • Wealth Enhancement Advisory Services's WEC Energy position peaked at $34.1M in Q3 2025.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.