Ares Financial Consulting
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Ares Financial Consulting’s WEC Energy WEC Stock Holding History

Ares Financial Consulting’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 		$7.26K Hold
72
– – 0.01% 625
2026
Q2 		$8.41K Hold
72
– – 0.01% 604
2026
Q1 		$8.36K Hold
72
– – 0.01% 585
2025
Q4 		$7.59K Buy
+72
New +$7.97K 0.01% 399

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PNC Financial Services Group
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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

Ares Financial Consulting's WEC Position: Q3 2026 in Review

Ares Financial Consulting held its WEC Energy (WEC) position steady in Q3 2026 at 72 shares worth $7.26K. The position accounts for 0.01% of the portfolio, ranked #625.

Ares Financial Consulting first reported a position in WEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.41K in Q2 2026. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Ares Financial Consulting held 72 shares of WEC Energy worth $7.26K as of Q3 2026.
  • Ares Financial Consulting left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #625 holding.
  • Ares Financial Consulting first reported a position in WEC Energy in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's WEC Energy position peaked at $8.41K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.