Aprio Wealth Management
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Aprio Wealth Management’s WEC Energy WEC Stock Holding History

Aprio 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
-4,150
Closed -$485K – 678
2026
Q2 		$485K Buy
4,150
+37
+0.9% +$4.22K 0.02% 391
2026
Q1 		$476K Buy
4,113
+685
+20% +$77K 0.03% 368
2025
Q4 		$362K Buy
3,428
+1,155
+51% +$128K 0.02% 385
2025
Q3 		$260K Buy
+2,273
New +$246K 0.03% 360

Other funds holding WEC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

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

Aprio Wealth Management sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 4,150 shares — an estimated $485K sold.

Aprio Wealth Management first reported a position in WEC in Q3 2025 and held it in 4 quarters. The position peaked at $485K in Q2 2026. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Aprio Wealth Management reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 4,150 WEC Energy shares in Q3 2026, an estimated $485K.
  • Aprio Wealth Management first reported a position in WEC Energy in Q3 2025 and held it in 4 quarters.
  • Aprio Wealth Management's WEC Energy position peaked at $485K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.