Rothwell Investment Advisors, LLC’s WEC Energy WEC Stock Holding History

Rothwell Investment Advisors, LLC’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	$28.8K	Buy	+286	New	+$31.1K	0.02%	540

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WEC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in WEC Energy (WEC) in Q3 2026: 286 shares worth $28.8K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings.

729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Rothwell Investment Advisors, LLC held 286 shares of WEC Energy worth $28.8K as of Q3 2026.
WEC Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
WEC Energy made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #540 holding.
729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.