Activest Wealth Management
WEC icon

Activest Wealth Management’s WEC Energy WEC Stock Holding History

Activest Wealth Management’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 		– Sell
-14
Closed -$1.64K – 1371
2026
Q2 		$1.64K Sell
14
-74
-84% -$8.44K ﹤0.01% 884
2026
Q1 		$10.2K Sell
88
-97
-52% -$10.9K ﹤0.01% 677
2025
Q4 		$19.5K Buy
185
+97
+110% +$10.7K ﹤0.01% 525
2025
Q3 		$10.1K Buy
88
+5
+6% +$542 ﹤0.01% 507
2025
Q2 		$8.65K Sell
83
-1
-1% -$106 ﹤0.01% 459
2025
Q1 		$9.15K Buy
84
+79
+1,580% +$8.07K ﹤0.01% 417
2024
Q4 		$470 Buy
+5
New +$485 ﹤0.01% 536
2023
Q1 		– Sell
-14
Closed -$1.31K – 569
2022
Q4 		$1.31K Hold
14
– – ﹤0.01% 417
2022
Q3 		$1K Buy
+14
New +$1.43K ﹤0.01% 425

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Activest Wealth Management's WEC Position: Q3 2026 in Review

Activest Wealth Management sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 14 shares — an estimated $1.64K sold.

Activest Wealth Management first reported a position in WEC in Q3 2022 and held it in 9 quarters. The position peaked at $19.5K in Q4 2025. 495 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Activest Wealth Management reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 14 WEC Energy shares in Q3 2026, an estimated $1.64K.
  • Activest Wealth Management first reported a position in WEC Energy in Q3 2022 and held it in 9 quarters.
  • Activest Wealth Management's WEC Energy position peaked at $19.5K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.