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Howe & Rusling Inc

SEC CIK
0000769963
Latest filing
Aug 10, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Howe & Rusling Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEC overviewAll 13F holders of WECFull Q2 2026 holdings

Shares (Q2 2026)
2,135
Value
$249.3K
% of portfolio
<0.1%
Quarters held
13
Since Q3 2022
Holdings of WEC by Howe & Rusling Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,135$249.3K<0.1%+28+1.3%AddedHolders
Q1 20262,107$243.9K<0.1%−54−2.5%ReducedHolders
Q4 20252,161$227.9K<0.1%−10.0%ReducedHolders
Q3 20252,162$247.7K<0.1%−76−3.4%ReducedHolders
Q2 20252,238$233.2K<0.1%+115+5.4%AddedHolders
Q1 20252,123$231.4K<0.1%+2,123NewHolders
Q4 20240$00.0%−2,086−100.0%Sold outHolders
Q3 20242,086$200.6K<0.1%+2,086NewHolders
Q2 20240$00.0%−4,105−100.0%Sold outHolders
Q1 20244,105$337.1K<0.1%+86+2.1%AddedHolders
Q4 20234,019$338.3K<0.1%00.0%UnchangedHolders
Q3 20234,019$323.7K<0.1%00.0%UnchangedHolders
Q2 20234,019$354.6K<0.1%00.0%UnchangedHolders
Q1 20234,019$381.0K<0.1%+4,019NewHolders
Q4 20220$00.0%−19−100.0%Sold outHolders
Q3 202219$2.00K<0.1%+19NewHolders