Cache Advisors’s WEC Energy WEC Stock Holding History

Cache 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	$395K	Buy	+3,915	New	+$426K	0.02%	134

Other funds holding WEC

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Cache Advisors's WEC Position: Q3 2026 in Review

Cache Advisors opened a new position in WEC Energy (WEC) in Q3 2026: 3,915 shares worth $395K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

189 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Cache Advisors held 3,915 shares of WEC Energy worth $395K as of Q3 2026.
WEC Energy was a new Cache Advisors position in Q3 2026.
WEC Energy made up 0.02% of Cache Advisors's portfolio in Q3 2026, its #134 holding.
189 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.