AWM
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Avaii Wealth Management’s WEC Energy WEC Stock Holding History

Avaii Wealth Management’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 		$356K Sell
3,508
-15
-0.4% -$1.63K 0.1% 118
2026
Q2 		$411K Buy
3,523
+1
+0% +$114 0.12% 109
2026
Q1 		$408K Buy
3,522
+323
+10% +$36.3K 0.14% 90
2025
Q4 		$337K Buy
3,199
+19
+0.6% +$2.1K 0.12% 101
2025
Q3 		$364K Buy
+3,180
New +$345K 0.14% 94

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Avaii Wealth Management's WEC Position: Q3 2026 in Review

Avaii Wealth Management reduced its WEC Energy (WEC) stake by 0.43% in Q3 2026, selling an estimated $1.63K and leaving 3,508 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #118.

Avaii Wealth Management first reported a position in WEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $411K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Avaii Wealth Management held 3,508 shares of WEC Energy worth $356K as of Q3 2026.
  • Avaii Wealth Management sold 15 WEC Energy shares in Q3 2026, an estimated $1.63K.
  • WEC Energy made up 0.1% of Avaii Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Avaii Wealth Management first reported a position in WEC Energy in Q3 2025 and has held it in 5 quarters since.
  • Avaii Wealth Management's WEC Energy position peaked at $411K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.