Apricus Wealth’s WEC Energy WEC Stock Holding History

Apricus Wealth’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	$2.97M	Buy	29,490 +1,795	+6%	+$195K	1.34%	35
2026 Q2	$3.23M	Sell	27,695 -320	-1%	-$36.5K	1.54%	32
2026 Q1	$3.24M	Buy	28,015 +275	+1%	+$30.9K	1.58%	30
2025 Q4	$2.93M	Buy	27,740 +1,020	+4%	+$113K	1.49%	33
2025 Q3	$3.06M	Sell	26,720 -130	-0.5%	-$14.1K	1.65%	27
2025 Q2	$2.8M	Buy	26,850 +1,700	+7%	+$181K	1.63%	31
2025 Q1	$2.74M	Buy	25,150 +2,145	+9%	+$219K	1.63%	27
2024 Q4	$2.16M	Buy	23,005 +155	+0.7%	+$15K	1.4%	32
2024 Q3	$2.2M	Buy	22,850 +3,335	+17%	+$296K	1.45%	37
2024 Q2	$1.53M	Buy	19,515 +4,440	+29%	+$361K	1.09%	41
2024 Q1	$1.24M	Buy	+15,075	New	+$1.21M	0.87%	45

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apricus Wealth's WEC Position: Q3 2026 in Review

Apricus Wealth increased its WEC Energy (WEC) stake by 6.5% in Q3 2026, buying an estimated $195K and bringing the position to 29,490 shares worth $2.97M. The position accounts for 1.34% of the portfolio, ranked #35.

Apricus Wealth first reported a position in WEC in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.24M in Q1 2026. 495 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Apricus Wealth held 29,490 shares of WEC Energy worth $2.97M as of Q3 2026.
Apricus Wealth bought 1,795 WEC Energy shares in Q3 2026, an estimated $195K.
WEC Energy made up 1.34% of Apricus Wealth's portfolio in Q3 2026, its #35 holding.
Apricus Wealth first reported a position in WEC Energy in Q1 2024 and has held it in 11 quarters since.
Apricus Wealth's WEC Energy position peaked at $3.24M in Q1 2026.
495 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.