Wolff Wiese Magana’s WEC Energy WEC Stock Holding History

Wolff Wiese Magana’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	$22.5K	Hold	193	–	–	0.01%	341
2026 Q1	$22.3K	Hold	193	–	–	0.01%	310
2025 Q4	$20.4K	Hold	193	–	–	0.01%	312
2025 Q3	$22.1K	Hold	193	–	–	0.01%	309
2025 Q2	$20.1K	Hold	193	–	–	0.01%	298
2025 Q1	$21K	Hold	193	–	–	0.01%	281
2024 Q4	$18.1K	Hold	193	–	–	0.01%	316
2024 Q3	$18.6K	Buy	193 +188	+3,760%	+$16.7K	0.01%	323
2024 Q2	$393	Hold	5	–	–	﹤0.01%	719
2024 Q1	$411	Sell	5 -10	-67%	-$804	﹤0.01%	650
2023 Q4	$1.26K	Sell	15 -5	-25%	-$412	﹤0.01%	530
2023 Q3	$1.61K	Buy	+20	New	+$1.74K	﹤0.01%	573
2023 Q2	–	Sell	-5	Closed	-$474	–	844
2023 Q1	$474	Hold	5	–	–	﹤0.01%	652
2022 Q4	$469	Hold	5	–	–	﹤0.01%	652
2022 Q3	$0	Buy	+5	New	+$511	﹤0.01%	983
2021 Q3	–	Sell	-36	Closed	-$4K	–	902
2021 Q2	$4K	Sell	36 -13	-27%	-$1.22K	﹤0.01%	659
2021 Q1	$5K	Hold	49	–	–	﹤0.01%	600
2020 Q4	$5K	Buy	+49	New	+$4.77K	﹤0.01%	547

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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) 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

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Wolff Wiese Magana's WEC Position: Q2 2026 in Review

Wolff Wiese Magana held its WEC Energy (WEC) position steady in Q2 2026 at 193 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #341.

Wolff Wiese Magana first reported a position in WEC in Q4 2020 and has held it in 18 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Wolff Wiese Magana held 193 shares of WEC Energy worth $22.5K as of Q2 2026.
Wolff Wiese Magana left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #341 holding.
Wolff Wiese Magana first reported a position in WEC Energy in Q4 2020 and has held it in 18 quarters since.
357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.