Ariston Services Group’s WEC Energy WEC Stock Holding History

Ariston Services Group’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	$338K	Hold	3,351	–	–	0.19%	46
2026 Q2	$391K	Buy	+3,351	New	+$382K	0.22%	42
2026 Q1	–	Sell	-3,351	Closed	-$376K	–	35
2025 Q4	$353K	Buy	3,351 +950	+40%	+$105K	0.21%	39
2025 Q3	$275K	Hold	2,401	–	–	0.17%	58
2025 Q2	$250K	Buy	2,401 +178	+8%	+$18.9K	0.18%	59
2025 Q1	$242K	Hold	2,223	–	–	0.2%	62
2024 Q4	$209K	Hold	2,223	–	–	0.18%	67
2024 Q3	$214K	Buy	+2,223	New	+$197K	0.19%	59

Other funds holding WEC

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Ariston Services Group's WEC Position: Q3 2026 in Review

Ariston Services Group held its WEC Energy (WEC) position steady in Q3 2026 at 3,351 shares worth $338K. The position accounts for 0.19% of the portfolio, ranked #46.

Ariston Services Group first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $391K in Q2 2026. 309 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Ariston Services Group held 3,351 shares of WEC Energy worth $338K as of Q3 2026.
Ariston Services Group left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.19% of Ariston Services Group's portfolio in Q3 2026, its #46 holding.
Ariston Services Group first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
Ariston Services Group's WEC Energy position peaked at $391K in Q2 2026.
309 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.