Belpointe Asset Management
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Belpointe Asset Management’s WEC Energy WEC Stock Holding History

Belpointe Asset 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 		$4.15M Buy
41,201
+480
+1% +$52.3K 0.11% 177
2026
Q2 		$4.76M Buy
40,721
+112
+0.3% +$12.8K 0.16% 119
2026
Q1 		$4.7M Buy
40,609
+3,595
+10% +$404K 0.17% 103
2025
Q4 		$3.9M Buy
37,014
+3,672
+11% +$407K 0.14% 119
2025
Q3 		$3.82M Buy
33,342
+1,513
+5% +$164K 0.15% 120
2025
Q2 		$3.32M Buy
31,829
+1,944
+7% +$207K 0.14% 131
2025
Q1 		$3.26M Sell
29,885
-7,143
-19% -$730K 0.17% 115
2024
Q4 		$3.44M Buy
37,028
+5,603
+18% +$543K 0.21% 96
2024
Q3 		$3.02M Buy
31,425
+1,215
+4% +$108K 0.18% 110
2024
Q2 		$2.37M Buy
30,210
+10,728
+55% +$871K 0.17% 120
2024
Q1 		$1.6M Buy
19,482
+1,284
+7% +$103K 0.12% 163
2023
Q4 		$1.53M Buy
18,198
+6,020
+49% +$496K 0.13% 151
2023
Q3 		$981K Buy
12,178
+1,021
+9% +$88.7K 0.1% 201
2023
Q2 		$985K Sell
11,157
-12,006
-52% -$1.11M 0.1% 183
2023
Q1 		$2.2M Buy
23,163
+6,314
+37% +$585K 0.12% 182
2022
Q4 		$1.58M Buy
16,849
+3,662
+28% +$338K 0.1% 216
2022
Q3 		$1.18M Buy
13,187
+1,431
+12% +$146K 0.08% 253
2022
Q2 		$1.18M Sell
11,756
-456
-4% -$46.2K 0.08% 260
2022
Q1 		$1.22M Buy
12,212
+382
+3% +$36.1K 0.07% 279
2021
Q4 		$1.15M Buy
11,830
+156
+1% +$14.3K 0.07% 283
2021
Q3 		$1.03M Buy
11,674
+1,008
+9% +$94.5K 0.07% 304
2021
Q2 		$949K Buy
10,666
+7,028
+193% +$662K 0.07% 308
2021
Q1 		$340K Buy
3,638
+1,236
+51% +$108K 0.03% 552
2020
Q4 		$221K Buy
2,402
+889
+59% +$86.5K 0.02% 664
2020
Q3 		$147K Buy
1,513
+204
+16% +$19K 0.02% 651
2020
Q2 		$115K Buy
+1,309
New +$118K 0.01% 675
2020
Q1 		– Sell
-1,408
Closed -$130K – 800
2019
Q4 		$130K Buy
+1,408
New +$128K 0.02% 682
2019
Q2 		– Sell
-1,269
Closed -$100K – 662
2019
Q1 		$100K Buy
+1,269
New +$94.1K 0.02% 451

Other funds holding WEC

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Belpointe Asset Management's WEC Position: Q3 2026 in Review

Belpointe Asset Management increased its WEC Energy (WEC) stake by 1.2% in Q3 2026, buying an estimated $52.3K and bringing the position to 41,201 shares worth $4.15M. The position accounts for 0.11% of the portfolio, ranked #177.

Belpointe Asset Management first reported a position in WEC in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.76M in Q2 2026. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Belpointe Asset Management held 41,201 shares of WEC Energy worth $4.15M as of Q3 2026.
  • Belpointe Asset Management bought 480 WEC Energy shares in Q3 2026, an estimated $52.3K.
  • WEC Energy made up 0.11% of Belpointe Asset Management's portfolio in Q3 2026, its #177 holding.
  • Belpointe Asset Management first reported a position in WEC Energy in Q1 2019 and has held it in 28 quarters since.
  • Belpointe Asset Management's WEC Energy position peaked at $4.76M in Q2 2026.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.