WPA
WEC icon

West Paces Advisors’s WEC Energy WEC Stock Holding History

West Paces Advisors’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 		$534K Buy
4,569
+27
+0.6% +$3.08K 0.09% 100
2026
Q1 		$526K Sell
4,542
-173
-4% -$19.4K 0.1% 90
2025
Q4 		$497K Buy
4,715
+553
+13% +$61.2K 0.1% 95
2025
Q3 		$477K Sell
4,162
-29
-0.7% -$3.14K 0.09% 97
2025
Q2 		$437K Sell
4,191
-101
-2% -$10.7K 0.09% 97
2025
Q1 		$468K Sell
4,292
-126
-3% -$12.9K 0.11% 90
2024
Q4 		$416K Buy
4,418
+160
+4% +$15.5K 0.1% 95
2024
Q3 		$410K Sell
4,258
-279
-6% -$24.7K 0.1% 100
2024
Q2 		$356K Sell
4,537
-97
-2% -$7.88K 0.09% 102
2024
Q1 		$381K Sell
4,634
-53
-1% -$4.26K 0.1% 98
2023
Q4 		$395K Sell
4,687
-473
-9% -$39K 0.11% 91
2023
Q3 		$416K Sell
5,160
-265
-5% -$23K 0.13% 79
2023
Q2 		$479K Sell
5,425
-21
-0.4% -$1.94K 0.14% 81
2023
Q1 		$516K Sell
5,446
-110
-2% -$10.2K 0.16% 78
2022
Q4 		$521K Sell
5,556
-16
-0.3% -$1.48K 0.17% 79
2022
Q3 		$498K Sell
5,572
-156
-3% -$15.9K 0.18% 79
2022
Q2 		$576K Sell
5,728
-5
-0.1% -$507 0.2% 73
2022
Q1 		$572K Sell
5,733
-97
-2% -$9.16K 0.18% 80
2021
Q4 		$566K Sell
5,830
-246
-4% -$22.5K 0.18% 80
2021
Q3 		$536K Sell
6,076
-640
-10% -$60K 0.19% 77
2021
Q2 		$597K Sell
6,716
-279
-4% -$26.3K 0.22% 73
2021
Q1 		$655K Sell
6,995
-581
-8% -$50.6K 0.26% 65
2020
Q4 		$697K Sell
7,576
-235
-3% -$22.9K 0.31% 60
2020
Q3 		$757K Sell
7,811
-22
-0.3% -$2.05K 0.39% 52
2020
Q2 		$687K Sell
7,833
-38
-0.5% -$3.43K 0.37% 55
2020
Q1 		$694K Sell
7,871
-1,673
-18% -$161K 0.44% 43
2019
Q4 		$880K Sell
9,544
-194
-2% -$17.7K 0.48% 45
2019
Q3 		$926K Sell
9,738
-155
-2% -$14K 0.55% 40
2019
Q2 		$825K Sell
9,893
-1,436
-13% -$115K 0.52% 42
2019
Q1 		$896K Buy
11,329
+20
+0.2% +$1.48K 0.63% 34
2018
Q4 		$783K Sell
11,309
-82
-0.7% -$5.76K 0.6% 42
2018
Q3 		$760K Sell
11,391
-2,351
-17% -$157K 0.55% 44
2018
Q2 		$888K Buy
13,742
+236
+2% +$14.7K 0.66% 30
2018
Q1 		$847K Buy
13,506
+182
+1% +$11.3K 0.63% 32
2017
Q4 		$885K Sell
13,324
-357
-3% -$24K 0.66% 36
2017
Q3 		$859K Sell
13,681
-625
-4% -$39.9K 0.65% 36
2017
Q2 		$878K Sell
14,306
-90
-0.6% -$5.56K 0.7% 31
2017
Q1 		$873K Buy
14,396
+2,061
+17% +$121K 0.7% 34
2016
Q4 		$723K Buy
+12,335
New +$708K 0.68% 34

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

West Paces Advisors's WEC Position: Q2 2026 in Review

West Paces Advisors increased its WEC Energy (WEC) stake by 0.59% in Q2 2026, buying an estimated $3.08K and bringing the position to 4,569 shares worth $534K. The position accounts for 0.09% of the portfolio, ranked #100.

West Paces Advisors first reported a position in WEC in Q4 2016 and has held it in 39 quarters since. The position peaked at $926K in Q3 2019. 302 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • West Paces Advisors held 4,569 shares of WEC Energy worth $534K as of Q2 2026.
  • West Paces Advisors bought 27 WEC Energy shares in Q2 2026, an estimated $3.08K.
  • WEC Energy made up 0.09% of West Paces Advisors's portfolio in Q2 2026, its #100 holding.
  • West Paces Advisors first reported a position in WEC Energy in Q4 2016 and has held it in 39 quarters since.
  • West Paces Advisors's WEC Energy position peaked at $926K in Q3 2019.
  • 302 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.