BKM Wealth Management
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BKM Wealth Management’s WEC Energy WEC Stock Holding History

BKM 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 		$1.48M Buy
14,710
+1,203
+9% +$131K 0.48% 63
2026
Q2 		$1.58M Sell
13,507
-8,704
-39% -$993K 0.56% 51
2026
Q1 		$2.57M Buy
22,211
+3,206
+17% +$360K 0.94% 30
2025
Q4 		$2M Sell
19,005
-55
-0.3% -$6.09K 0.73% 41
2025
Q3 		$2.18M Buy
19,060
+15
+0.1% +$1.63K 0.81% 38
2025
Q2 		$1.98M Buy
19,045
+170
+0.9% +$18.1K 0.78% 38
2025
Q1 		$2.06M Sell
18,875
-305
-2% -$31.1K 0.85% 37
2024
Q4 		$1.8M Buy
19,180
+1,091
+6% +$106K 0.74% 38
2024
Q3 		$1.74M Buy
18,089
+5,416
+43% +$480K 0.71% 41
2024
Q2 		$994K Sell
12,673
-4,489
-26% -$365K 0.48% 64
2024
Q1 		$1.41M Sell
17,162
-2,343
-12% -$188K 0.61% 48
2023
Q4 		$1.64M Buy
+19,505
New +$1.61M 0.7% 36

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BKM Wealth Management's WEC Position: Q3 2026 in Review

BKM Wealth Management increased its WEC Energy (WEC) stake by 8.9% in Q3 2026, buying an estimated $131K and bringing the position to 14,710 shares worth $1.48M. The position accounts for 0.48% of the portfolio, ranked #63.

BKM Wealth Management first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.57M in Q1 2026. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • BKM Wealth Management held 14,710 shares of WEC Energy worth $1.48M as of Q3 2026.
  • BKM Wealth Management bought 1,203 WEC Energy shares in Q3 2026, an estimated $131K.
  • WEC Energy made up 0.48% of BKM Wealth Management's portfolio in Q3 2026, its #63 holding.
  • BKM Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's WEC Energy position peaked at $2.57M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.