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Buska Wealth Management’s WEC Energy WEC Stock Holding History

Buska 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 		$373K Hold
3,700
– – 0.13% 53
2026
Q2 		$432K Hold
3,700
– – 0.16% 47
2026
Q1 		$428K Buy
3,700
+832
+29% +$93.5K 0.17% 46
2025
Q4 		$302K Hold
2,868
– – 0.11% 54
2025
Q3 		$329K Hold
2,868
– – 0.1% 51
2025
Q2 		$299K Hold
2,868
– – 0.08% 56
2025
Q1 		$313K Hold
2,868
– – 0.1% 53
2024
Q4 		$270K Sell
2,868
-709
-20% -$68.7K 0.09% 53
2024
Q3 		$344K Buy
3,577
+820
+30% +$72.7K 0.12% 45
2024
Q2 		$216K Hold
2,757
– – 0.09% 52
2024
Q1 		$226K Buy
+2,757
New +$222K 0.1% 47

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

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

Buska Wealth Management held its WEC Energy (WEC) position steady in Q3 2026 at 3,700 shares worth $373K. The position accounts for 0.13% of the portfolio, ranked #53.

Buska Wealth Management first reported a position in WEC in Q1 2024 and has held it in 11 quarters since. The position peaked at $432K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Buska Wealth Management held 3,700 shares of WEC Energy worth $373K as of Q3 2026.
  • Buska Wealth Management left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.13% of Buska Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Buska Wealth Management first reported a position in WEC Energy in Q1 2024 and has held it in 11 quarters since.
  • Buska Wealth Management's WEC Energy position peaked at $432K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.