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Wedmont Private Capital’s WEC Energy WEC Stock Holding History

Wedmont Private Capital’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 		$450K Buy
3,911
+591
+18% +$67.4K 0.01% 586
2026
Q1 		$389K Sell
3,320
-140
-4% -$15.7K 0.01% 582
2025
Q4 		$363K Sell
3,460
-269
-7% -$29.8K 0.01% 585
2025
Q3 		$430K Buy
3,729
+520
+16% +$56.4K 0.02% 510
2025
Q2 		$334K Buy
3,209
+757
+31% +$80.5K 0.01% 536
2025
Q1 		$262K Buy
+2,452
New +$250K 0.01% 551
2022
Q4 		– Sell
-2,707
Closed -$242K – 470
2022
Q3 		$242K Buy
+2,707
New +$277K 0.05% 314

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

Wedmont Private Capital's WEC Position: Q2 2026 in Review

Wedmont Private Capital increased its WEC Energy (WEC) stake by 18% in Q2 2026, buying an estimated $67.4K and bringing the position to 3,911 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #586.

Wedmont Private Capital first reported a position in WEC in Q3 2022 and has held it in 7 quarters since. 437 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Wedmont Private Capital held 3,911 shares of WEC Energy worth $450K as of Q2 2026.
  • Wedmont Private Capital bought 591 WEC Energy shares in Q2 2026, an estimated $67.4K.
  • WEC Energy made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #586 holding.
  • Wedmont Private Capital first reported a position in WEC Energy in Q3 2022 and has held it in 7 quarters since.
  • 437 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.