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Wealthquest’s WEC Energy WEC Stock Holding History

Wealthquest’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 		$414K Buy
3,543
+14
+0.4% +$1.6K 0.03% 111
2026
Q1 		$409K Buy
3,529
+47
+1% +$5.28K 0.03% 97
2025
Q4 		$367K Buy
+3,482
New +$386K 0.03% 99
2025
Q3 		– Sell
-3,420
Closed -$356K – 132
2025
Q2 		$356K Sell
3,420
-3
-0.1% -$319 0.03% 94
2025
Q1 		$373K Buy
3,423
+6
+0.2% +$613 0.03% 87
2024
Q4 		$321K Buy
3,417
+17
+0.5% +$1.65K 0.03% 97
2024
Q3 		$329K Hold
3,400
– – 0.03% 97
2024
Q2 		$267K Hold
3,400
– – 0.03% 105
2024
Q1 		$279K Hold
3,400
– – 0.03% 110
2023
Q4 		$286K Sell
3,400
-9
-0.3% -$741 0.03% 113
2023
Q3 		$275K Buy
+3,409
New +$296K 0.03% 108

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Wealthquest's WEC Position: Q2 2026 in Review

Wealthquest increased its WEC Energy (WEC) stake by 0.4% in Q2 2026, buying an estimated $1.6K and bringing the position to 3,543 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #111.

Wealthquest first reported a position in WEC in Q3 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Wealthquest held 3,543 shares of WEC Energy worth $414K as of Q2 2026.
  • Wealthquest bought 14 WEC Energy shares in Q2 2026, an estimated $1.6K.
  • WEC Energy made up 0.03% of Wealthquest's portfolio in Q2 2026, its #111 holding.
  • Wealthquest first reported a position in WEC Energy in Q3 2023 and has held it in 11 quarters since.
  • 435 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.