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Arlington Trust’s WEC Energy WEC Stock Holding History

Arlington Trust’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 		$4.23K Buy
42
+25
+147% +$2.72K ﹤0.01% 662
2026
Q2 		$1.98K Sell
17
-100
-85% -$11.4K ﹤0.01% 661
2026
Q1 		$13.5K Buy
+117
New +$13.1K ﹤0.01% 387
2024
Q1 		– Sell
-30
Closed -$2.52K – 892
2023
Q4 		$2.52K Buy
+30
New +$2.47K ﹤0.01% 590

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Arlington Trust's WEC Position: Q3 2026 in Review

Arlington Trust increased its WEC Energy (WEC) stake by 147% in Q3 2026, buying an estimated $2.72K and bringing the position to 42 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Arlington Trust first reported a position in WEC in Q4 2023 and has held it in 4 quarters since. The position peaked at $13.5K in Q1 2026. 364 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Arlington Trust held 42 shares of WEC Energy worth $4.23K as of Q3 2026.
  • Arlington Trust bought 25 WEC Energy shares in Q3 2026, an estimated $2.72K.
  • WEC Energy made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #662 holding.
  • Arlington Trust first reported a position in WEC Energy in Q4 2023 and has held it in 4 quarters since.
  • Arlington Trust's WEC Energy position peaked at $13.5K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.