Bill Few Associates
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Bill Few Associates’s WEC Energy WEC Stock Holding History

Bill Few Associates’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
-1,819
Closed -$212K – 241
2026
Q2 		$212K Hold
1,819
– – 0.05% 220
2026
Q1 		$211K Buy
+1,819
New +$204K 0.05% 208
2025
Q4 		– Sell
-1,800
Closed -$206K – 211
2025
Q3 		$206K Buy
+1,800
New +$195K 0.05% 194
2025
Q2 		– Sell
-1,900
Closed -$207K – 198
2025
Q1 		$207K Buy
+1,900
New +$194K 0.07% 172

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UBS Group
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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

Bill Few Associates's WEC Position: Q3 2026 in Review

Bill Few Associates sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,819 shares — an estimated $212K sold.

Bill Few Associates first reported a position in WEC in Q1 2025 and held it in 4 quarters. The position peaked at $212K in Q2 2026. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Bill Few Associates reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Bill Few Associates sold 1,819 WEC Energy shares in Q3 2026, an estimated $212K.
  • Bill Few Associates first reported a position in WEC Energy in Q1 2025 and held it in 4 quarters.
  • Bill Few Associates's WEC Energy position peaked at $212K in Q2 2026.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.