ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s WEC Energy WEC Stock Holding History

ARS Wealth Advisors 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 		$476K Sell
4,725
-950
-17% -$103K 0.03% 141
2026
Q2 		$663K Buy
5,675
+1
+0% +$114 0.05% 122
2026
Q1 		$657K Buy
+5,674
New +$637K 0.06% 111

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

ARS Wealth Advisors Group's WEC Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its WEC Energy (WEC) stake by 17% in Q3 2026, selling an estimated $103K and leaving 4,725 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #141.

ARS Wealth Advisors Group first reported a position in WEC in Q1 2026 and has held it in 3 quarters since. The position peaked at $663K in Q2 2026. 463 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • ARS Wealth Advisors Group held 4,725 shares of WEC Energy worth $476K as of Q3 2026.
  • ARS Wealth Advisors Group sold 950 WEC Energy shares in Q3 2026, an estimated $103K.
  • WEC Energy made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #141 holding.
  • ARS Wealth Advisors Group first reported a position in WEC Energy in Q1 2026 and has held it in 3 quarters since.
  • ARS Wealth Advisors Group's WEC Energy position peaked at $663K in Q2 2026.
  • 463 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.