Birch Financial Group
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Birch Financial Group’s WEC Energy WEC Stock Holding History

Birch Financial Group’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 		$988K Buy
9,799
+95
+1% +$10.3K 0.46% 41
2026
Q2 		$1.13M Buy
9,704
+83
+0.9% +$9.47K 0.58% 38
2026
Q1 		$1.11M Buy
9,621
+82
+0.9% +$9.21K 0.65% 33
2025
Q4 		$1.01M Buy
9,539
+73
+0.8% +$8.08K 0.57% 34
2025
Q3 		$1.08M Buy
9,466
+81
+0.9% +$8.78K 0.64% 33
2025
Q2 		$978K Buy
9,385
+68
+0.7% +$7.24K 0.78% 29
2025
Q1 		$1.02M Buy
9,317
+77
+0.8% +$7.86K 0.9% 22
2024
Q4 		$869K Buy
+9,240
New +$896K 0.98% 16

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Birch Financial Group's WEC Position: Q3 2026 in Review

Birch Financial Group increased its WEC Energy (WEC) stake by 0.98% in Q3 2026, buying an estimated $10.3K and bringing the position to 9,799 shares worth $988K. The position accounts for 0.46% of the portfolio, ranked #41.

Birch Financial Group first reported a position in WEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2026. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Birch Financial Group held 9,799 shares of WEC Energy worth $988K as of Q3 2026.
  • Birch Financial Group bought 95 WEC Energy shares in Q3 2026, an estimated $10.3K.
  • WEC Energy made up 0.46% of Birch Financial Group's portfolio in Q3 2026, its #41 holding.
  • Birch Financial Group first reported a position in WEC Energy in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's WEC Energy position peaked at $1.13M in Q2 2026.
  • 787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.