Centennial Wealth Advisory
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Centennial Wealth Advisory’s WEC Energy WEC Stock Holding History

Centennial Wealth Advisory’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 		$669K Buy
6,639
+451
+7% +$49.1K 0.14% 110
2026
Q2 		$723K Buy
6,188
+466
+8% +$53.2K 0.16% 97
2026
Q1 		$663K Buy
5,722
+496
+9% +$55.7K 0.16% 86
2025
Q4 		$551K Buy
5,226
+149
+3% +$16.5K 0.15% 94
2025
Q3 		$582K Buy
5,077
+183
+4% +$19.8K 0.16% 83
2025
Q2 		$510K Sell
4,894
-114
-2% -$12.1K 0.16% 84
2025
Q1 		$546K Buy
5,008
+1,011
+25% +$103K 0.2% 66
2024
Q4 		$376K Buy
3,997
+326
+9% +$31.6K 0.15% 90
2024
Q3 		$353K Buy
3,671
+221
+6% +$19.6K 0.14% 98
2024
Q2 		$271K Buy
3,450
+244
+8% +$19.8K 0.12% 110
2024
Q1 		$263K Buy
3,206
+6
+0.2% +$483 0.12% 110
2023
Q4 		$269K Sell
3,200
-73
-2% -$6.01K 0.14% 109
2023
Q3 		$264K Sell
3,273
-62
-2% -$5.39K 0.14% 113
2023
Q2 		$294K Sell
3,335
-61
-2% -$5.64K 0.15% 100
2023
Q1 		$322K Buy
3,396
+450
+15% +$41.7K 0.17% 92
2022
Q4 		$276K Buy
2,946
+702
+31% +$64.9K 0.15% 96
2022
Q3 		$201K Buy
+2,244
New +$229K 0.12% 107

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

Centennial Wealth Advisory's WEC Position: Q3 2026 in Review

Centennial Wealth Advisory increased its WEC Energy (WEC) stake by 7.3% in Q3 2026, buying an estimated $49.1K and bringing the position to 6,639 shares worth $669K. The position accounts for 0.14% of the portfolio, ranked #110.

Centennial Wealth Advisory first reported a position in WEC in Q3 2022 and has held it in 17 quarters since. The position peaked at $723K in Q2 2026. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Centennial Wealth Advisory held 6,639 shares of WEC Energy worth $669K as of Q3 2026.
  • Centennial Wealth Advisory bought 451 WEC Energy shares in Q3 2026, an estimated $49.1K.
  • WEC Energy made up 0.14% of Centennial Wealth Advisory's portfolio in Q3 2026, its #110 holding.
  • Centennial Wealth Advisory first reported a position in WEC Energy in Q3 2022 and has held it in 17 quarters since.
  • Centennial Wealth Advisory's WEC Energy position peaked at $723K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.