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 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

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

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) 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

ZWJ Investment Counsel's WEC Position: Q2 2026 in Review

ZWJ Investment Counsel increased its WEC Energy (WEC) stake by 0.54% in Q2 2026, buying an estimated $2.28K and bringing the position to 3,739 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #178.

ZWJ Investment Counsel first reported a position in WEC in Q3 2015 and has held it in 44 quarters since. The position peaked at $497K in Q2 2022. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

ZWJ Investment Counsel held 3,739 shares of WEC Energy worth $437K as of Q2 2026.
ZWJ Investment Counsel bought 20 WEC Energy shares in Q2 2026, an estimated $2.28K.
WEC Energy made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #178 holding.
ZWJ Investment Counsel first reported a position in WEC Energy in Q3 2015 and has held it in 44 quarters since.
ZWJ Investment Counsel's WEC Energy position peaked at $497K in Q2 2022.
394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.