Blake Schutter Theil Wealth Advisors
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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
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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. 534 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.
  • 534 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.