BFSG LLC’s WEC Energy WEC Stock Holding History

BFSG LLC’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	$2.12K	Buy	+21	New	+$2.29K	﹤0.01%	743

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

BFSG LLC's WEC Position: Q3 2026 in Review

BFSG LLC opened a new position in WEC Energy (WEC) in Q3 2026: 21 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

495 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

BFSG LLC held 21 shares of WEC Energy worth $2.12K as of Q3 2026.
WEC Energy was a new BFSG LLC position in Q3 2026.
WEC Energy made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #743 holding.
495 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.