Bar Harbor Wealth Management
WEC icon

Bar Harbor Wealth Management’s WEC Energy WEC Stock Holding History

Bar Harbor 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 		– Sell
-1,722
Closed -$201K – 292
2026
Q2 		$201K Buy
+1,722
New +$196K 0.01% 260

Other funds holding WEC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bar Harbor Wealth Management's WEC Position: Q3 2026 in Review

Bar Harbor Wealth Management sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,722 shares — an estimated $201K sold.

Bar Harbor Wealth Management first reported a position in WEC in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 1,017 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Bar Harbor Wealth Management reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 1,722 WEC Energy shares in Q3 2026, an estimated $201K.
  • Bar Harbor Wealth Management first reported a position in WEC Energy in Q2 2026 and held it in 1 quarter.
  • Bar Harbor Wealth Management's WEC Energy position peaked at $201K in Q2 2026.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.