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CONFLUENCE INVESTMENT MANAGEMENT LLC → WEC
CONFLUENCE INVESTMENT MANAGEMENT LLC WEC Position History
WEC Energy Group, Inc. • Utilities
Quarters held
10
Latest value
$456K
Q3 2026
Peak value
$158.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $158.8M |
| Q3 2025 | $566K |
| Q4 2025 | $139.5M |
| Q4 2025 | $495K |
| Q1 2026 | $142.7M |
| Q1 2026 | $524K |
| Q2 2026 | $138.7M |
| Q2 2026 | $442K |
| Q3 2026 | $114.6M |
| Q3 2026 | $456K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $456K | 4.5K | — | — |
| Q3 2026 | $114.6M | 1.14M | — | — |
| Q2 2026 | $442K | 3.8K | — | — |
| Q2 2026 | $138.7M | 1.19M | — | — |
| Q1 2026 | $524K | 4.5K | — | — |
| Q1 2026 | $142.7M | 1.23M | — | — |
| Q4 2025 | $495K | 4.7K | — | — |
| Q4 2025 | $139.5M | 1.32M | — | — |
| Q3 2025 | $566K | 4.9K | — | — |
| Q3 2025 | $158.8M | 1.39M | — | — |
Other funds holding WEC
$2.5B
$2.5B
$2.5B
$727.9M
$644.7M
$588.9M
$585.6M