WAP
WEC icon

Wealthcare Advisory Partners’s WEC Energy WEC Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-2,662
Closed -$308K – 1157
2026
Q1 		$308K Sell
2,662
-5
-0.2% -$562 0.01% 867
2025
Q4 		$281K Sell
2,667
-323
-11% -$35.8K 0.01% 895
2025
Q3 		$343K Buy
2,990
+342
+13% +$37.1K 0.01% 800
2025
Q2 		$276K Sell
2,648
-126
-5% -$13.4K 0.01% 821
2025
Q1 		$302K Buy
2,774
+116
+4% +$11.8K 0.01% 744
2024
Q4 		$250K Buy
2,658
+140
+6% +$13.6K 0.01% 771
2024
Q3 		$242K Sell
2,518
-734
-23% -$65K 0.01% 779
2024
Q2 		$255K Buy
+3,252
New +$264K 0.01% 727
2021
Q2 		– Sell
-339
Closed -$32K – 1865
2021
Q1 		$32K Buy
+339
New +$29.6K ﹤0.01% 1042
2020
Q2 		– Sell
-320
Closed -$28K – 1358
2020
Q1 		$28K Buy
320
+23
+8% +$2.21K ﹤0.01% 637
2019
Q4 		$27K Buy
297
+2
+0.7% +$182 ﹤0.01% 686
2019
Q3 		$28K Buy
295
+1
+0.3% +$90 ﹤0.01% 669
2019
Q2 		$24K Buy
294
+2
+0.7% +$160 ﹤0.01% 685
2019
Q1 		$23K Buy
292
+3
+1% +$223 ﹤0.01% 629
2018
Q4 		$20K Buy
289
+2
+0.7% +$140 ﹤0.01% 629
2018
Q3 		$19K Buy
287
+2
+0.7% +$133 ﹤0.01% 696
2018
Q2 		$18K Buy
285
+20
+8% +$1.24K ﹤0.01% 703
2018
Q1 		$17K Sell
265
-100
-27% -$6.21K ﹤0.01% 627
2017
Q4 		$24K Buy
365
+104
+40% +$6.98K 0.01% 505
2017
Q3 		$16K Buy
261
+260
+26,000% +$16.6K ﹤0.01% 467
2017
Q2 		$0 Hold
1
– – ﹤0.01% 143
2017
Q1 		$0 Hold
1
– – ﹤0.01% 144
2016
Q4 		$0 Hold
1
– – ﹤0.01% 131
2016
Q3 		$0 Hold
1
– – ﹤0.01% 136
2016
Q2 		$0 Buy
+1
New +$60 ﹤0.01% 138

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners's WEC Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,662 shares — an estimated $308K sold.

Wealthcare Advisory Partners first reported a position in WEC in Q2 2016 and held it in 25 quarters. The position peaked at $343K in Q3 2025. 271 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,662 WEC Energy shares in Q2 2026, an estimated $308K.
  • Wealthcare Advisory Partners first reported a position in WEC Energy in Q2 2016 and held it in 25 quarters.
  • Wealthcare Advisory Partners's WEC Energy position peaked at $343K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.