Aspect Partners’s WEC Energy WEC Stock Holding History

Aspect Partners’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	$2.02K	Sell	20 -2	-9%	-$218	﹤0.01%	521
2026 Q2	$2.57K	Hold	22	–	–	﹤0.01%	493
2026 Q1	$2.55K	Hold	22	–	–	﹤0.01%	453
2025 Q4	$2.32K	Buy	22 +7	+47%	+$775	﹤0.01%	500
2025 Q3	$1.72K	Hold	15	–	–	﹤0.01%	579
2025 Q2	$1.56K	Hold	15	–	–	﹤0.01%	495
2025 Q1	$1.64K	Hold	15	–	–	﹤0.01%	469
2024 Q4	$1.41K	Hold	15	–	–	﹤0.01%	501
2024 Q3	$1.44K	Hold	15	–	–	﹤0.01%	469
2024 Q2	$1.18K	Hold	15	–	–	﹤0.01%	496
2024 Q1	$1.23K	Buy	15 +6	+67%	+$483	﹤0.01%	478
2023 Q4	$758	Buy	+9	New	+$741	﹤0.01%	489

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

Aspect Partners's WEC Position: Q3 2026 in Review

Aspect Partners reduced its WEC Energy (WEC) stake by 9.1% in Q3 2026, selling an estimated $218 and leaving 20 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Aspect Partners first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.57K in Q2 2026. 333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Aspect Partners held 20 shares of WEC Energy worth $2.02K as of Q3 2026.
Aspect Partners sold 2 WEC Energy shares in Q3 2026, an estimated $218.
WEC Energy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #521 holding.
Aspect Partners first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's WEC Energy position peaked at $2.57K in Q2 2026.
333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.