AWE
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Avidian Wealth Enterprises’s WEC Energy WEC Stock Holding History

Avidian Wealth Enterprises’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 		$336K Buy
3,336
+1,001
+43% +$109K 0.01% 577
2026
Q2 		$273K Buy
2,335
+148
+7% +$16.9K 0.01% 621
2026
Q1 		$253K Buy
2,187
+222
+11% +$24.9K 0.01% 581
2025
Q4 		$207K Sell
1,965
-9
-0.5% -$996 0.01% 551
2025
Q3 		$226K Buy
1,974
+6
+0.3% +$650 0.01% 531
2025
Q2 		$205K Sell
1,968
-12
-0.6% -$1.28K 0.01% 530
2025
Q1 		$216K Buy
+1,980
New +$202K 0.01% 492
2023
Q2 		– Sell
-2,693
Closed -$255K – 495
2023
Q1 		$255K Sell
2,693
-154
-5% -$14.3K 0.01% 416
2022
Q4 		$267K Sell
2,847
-14
-0.5% -$1.29K 0.02% 380
2022
Q3 		$256K Buy
2,861
+3
+0.1% +$306 0.02% 354
2022
Q2 		$288K Sell
2,858
-65
-2% -$6.59K 0.02% 361
2022
Q1 		$292K Buy
2,923
+75
+3% +$7.08K 0.02% 394
2021
Q4 		$276K Buy
2,848
+150
+6% +$13.7K 0.02% 423
2021
Q3 		$238K Buy
2,698
+121
+5% +$11.3K 0.02% 330
2021
Q2 		$229K Sell
2,577
-130
-5% -$12.2K 0.02% 346
2021
Q1 		$253K Buy
2,707
+29
+1% +$2.53K 0.02% 309
2020
Q4 		$246K Buy
2,678
+202
+8% +$19.7K 0.02% 279
2020
Q3 		$240K Sell
2,476
-328
-12% -$30.6K 0.03% 244
2020
Q2 		$246K Buy
2,804
+324
+13% +$29.2K 0.03% 222
2020
Q1 		$219K Sell
2,480
-825
-25% -$79.3K 0.04% 183
2019
Q4 		$305K Buy
+3,305
New +$301K 0.04% 175

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

Avidian Wealth Enterprises's WEC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its WEC Energy (WEC) stake by 43% in Q3 2026, buying an estimated $109K and bringing the position to 3,336 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #577.

Avidian Wealth Enterprises first reported a position in WEC in Q4 2019 and has held it in 21 quarters since. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Avidian Wealth Enterprises held 3,336 shares of WEC Energy worth $336K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,001 WEC Energy shares in Q3 2026, an estimated $109K.
  • WEC Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #577 holding.
  • Avidian Wealth Enterprises first reported a position in WEC Energy in Q4 2019 and has held it in 21 quarters since.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.