WBWA
WEC icon

William B. Walkup & Associates’s WEC Energy WEC Stock Holding History

William B. Walkup & Associates’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 		$46.5K Hold
398
– – 0.02% 107
2026
Q1 		$43.4K Hold
398
– – 0.03% 103
2025
Q4 		$42K Hold
398
– – 0.02% 106
2025
Q3 		$45.6K Hold
398
– – 0.02% 103
2025
Q2 		$41.5K Hold
398
– – 0.02% 104
2025
Q1 		$43.4K Hold
398
– – 0.03% 102
2024
Q4 		$37.4K Hold
398
– – 0.02% 105
2024
Q3 		$38.3K Hold
398
– – 0.02% 105
2024
Q2 		$31.2K Buy
+398
New +$32.3K 0.02% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

William B. Walkup & Associates's WEC Position: Q2 2026 in Review

William B. Walkup & Associates held its WEC Energy (WEC) position steady in Q2 2026 at 398 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #107.

William B. Walkup & Associates first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • William B. Walkup & Associates held 398 shares of WEC Energy worth $46.5K as of Q2 2026.
  • William B. Walkup & Associates left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.02% of William B. Walkup & Associates's portfolio in Q2 2026, its #107 holding.
  • William B. Walkup & Associates first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.