ZWJ Investment Counsel
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ZWJ Investment Counsel’s WEC Energy WEC Stock Holding History

ZWJ Investment Counsel’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
Q3 		$374K Sell
3,708
-31
-0.8% -$3.38K 0.01% 197
2026
Q2 		$437K Buy
3,739
+20
+0.5% +$2.28K 0.01% 178
2026
Q1 		$431K Hold
3,719
– – 0.02% 159
2025
Q4 		$392K Hold
3,719
– – 0.01% 157
2025
Q3 		$426K Buy
3,719
+31
+0.8% +$3.36K 0.02% 158
2025
Q2 		$384K Sell
3,688
-174
-5% -$18.5K 0.01% 161
2025
Q1 		$421K Hold
3,862
– – 0.02% 159
2024
Q4 		$363K Buy
3,862
+174
+5% +$16.9K 0.02% 167
2024
Q3 		$355K Sell
3,688
-47
-1% -$4.17K 0.01% 176
2024
Q2 		$293K Buy
3,735
+47
+1% +$3.82K 0.01% 187
2024
Q1 		$303K Sell
3,688
-750
-17% -$60.3K 0.01% 190
2023
Q4 		$374K Sell
4,438
-118
-3% -$9.72K 0.02% 149
2023
Q3 		$367K Buy
4,556
+118
+3% +$10.3K 0.02% 145
2023
Q2 		$392K Hold
4,438
– – 0.02% 141
2023
Q1 		$421K Hold
4,438
– – 0.02% 141
2022
Q4 		$416K Hold
4,438
– – 0.02% 136
2022
Q3 		$397K Sell
4,438
-500
-10% -$51.1K 0.03% 137
2022
Q2 		$497K Buy
4,938
+500
+11% +$50.7K 0.03% 135
2022
Q1 		$443K Hold
4,438
– – 0.02% 130
2021
Q4 		$431K Hold
4,438
– – 0.02% 137
2021
Q3 		$391K Hold
4,438
– – 0.02% 137
2021
Q2 		$395K Hold
4,438
– – 0.02% 135
2021
Q1 		$415K Hold
4,438
– – 0.03% 132
2020
Q4 		$408K Hold
4,438
– – 0.03% 129
2020
Q3 		$430K Hold
4,438
– – 0.03% 113
2020
Q2 		$389K Sell
4,438
-566
-11% -$51.1K 0.03% 118
2020
Q1 		$441K Sell
5,004
-41
-0.8% -$3.94K 0.04% 141
2019
Q4 		$465K Buy
5,045
+607
+14% +$55.3K 0.03% 155
2019
Q3 		$422K Hold
4,438
– – 0.03% 115
2019
Q2 		$370K Hold
4,438
– – 0.03% 121
2019
Q1 		$351K Sell
4,438
-1,325
-23% -$98.3K 0.03% 121
2018
Q4 		$399K Buy
5,763
+85
+1% +$5.97K 0.04% 114
2018
Q3 		$379K Hold
5,678
– – 0.03% 122
2018
Q2 		$367K Hold
5,678
– – 0.03% 120
2018
Q1 		$356K Hold
5,678
– – 0.03% 119
2017
Q4 		$377K Buy
5,678
+50
+0.9% +$3.35K 0.03% 198
2017
Q3 		$353K Hold
5,628
– – 0.03% 198
2017
Q2 		$345K Hold
5,628
– – 0.03% 210
2017
Q1 		$341K Hold
5,628
– – 0.03% 226
2016
Q4 		$330K Hold
5,628
– – 0.03% 127
2016
Q3 		$337K Hold
5,628
– – 0.03% 122
2016
Q2 		$368K Hold
5,628
– – 0.04% 121
2016
Q1 		$339K Hold
5,628
– – 0.04% 125
2015
Q4 		$289K Buy
5,628
+1,790
+47% +$91.4K 0.03% 131
2015
Q3 		$200K Buy
+3,838
New +$187K 0.02% 135

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ZWJ Investment Counsel's WEC Position: Q3 2026 in Review

ZWJ Investment Counsel reduced its WEC Energy (WEC) stake by 0.83% in Q3 2026, selling an estimated $3.38K and leaving 3,708 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #197.

ZWJ Investment Counsel first reported a position in WEC in Q3 2015 and has held it in 45 quarters since. The position peaked at $497K in Q2 2022. 153 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • ZWJ Investment Counsel held 3,708 shares of WEC Energy worth $374K as of Q3 2026.
  • ZWJ Investment Counsel sold 31 WEC Energy shares in Q3 2026, an estimated $3.38K.
  • WEC Energy made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #197 holding.
  • ZWJ Investment Counsel first reported a position in WEC Energy in Q3 2015 and has held it in 45 quarters since.
  • ZWJ Investment Counsel's WEC Energy position peaked at $497K in Q2 2022.
  • 153 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.