Blake Schutter Theil Wealth Advisors’s WEC Energy WEC Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$229K	Buy	2,270 +53	+2%	+$5.77K	0.16%	102
2026 Q2	$259K	Buy	2,217 +95	+4%	+$10.8K	0.18%	100
2026 Q1	$246K	Sell	2,122 -19	-0.9%	-$2.14K	0.2%	99
2025 Q4	$226K	Sell	2,141 -10	-0.5%	-$1.11K	0.19%	104
2025 Q3	$246K	Sell	2,151 -6	-0.3%	-$650	0.24%	97
2025 Q2	$225K	Sell	2,157 -425	-16%	-$45.2K	0.26%	93
2025 Q1	$281K	Sell	2,582 -369	-13%	-$37.7K	0.32%	93
2024 Q4	$278K	Sell	2,951 -92	-3%	-$8.92K	0.29%	92
2024 Q3	$293K	Buy	+3,043	New	+$270K	0.21%	119

Other funds holding WEC

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's WEC Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors increased its WEC Energy (WEC) stake by 2.4% in Q3 2026, buying an estimated $5.77K and bringing the position to 2,270 shares worth $229K. The position accounts for 0.16% of the portfolio, ranked #102.

Blake Schutter Theil Wealth Advisors first reported a position in WEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $293K in Q3 2024. 571 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 2,270 shares of WEC Energy worth $229K as of Q3 2026.
Blake Schutter Theil Wealth Advisors bought 53 WEC Energy shares in Q3 2026, an estimated $5.77K.
WEC Energy made up 0.16% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #102 holding.
Blake Schutter Theil Wealth Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's WEC Energy position peaked at $293K in Q3 2024.
571 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.