Certior Financial Group
WEC icon

Certior Financial Group’s WEC Energy WEC Stock Holding History

Certior Financial Group’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 		$433K Buy
4,295
+9
+0.2% +$980 0.23% 81
2026
Q2 		$500K Buy
4,286
+109
+3% +$12.4K 0.27% 73
2026
Q1 		$484K Buy
4,177
+134
+3% +$15.1K 0.31% 62
2025
Q4 		$426K Buy
4,043
+311
+8% +$34.4K 0.29% 70
2025
Q3 		$428K Sell
3,732
-10
-0.3% -$1.08K 0.28% 76
2025
Q2 		$390K Buy
3,742
+9
+0.2% +$958 0.29% 78
2025
Q1 		$407K Buy
3,733
+51
+1% +$5.21K 0.33% 70
2024
Q4 		$346K Buy
+3,682
New +$357K 0.3% 87

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
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
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

Certior Financial Group's WEC Position: Q3 2026 in Review

Certior Financial Group increased its WEC Energy (WEC) stake by 0.21% in Q3 2026, buying an estimated $980 and bringing the position to 4,295 shares worth $433K. The position accounts for 0.23% of the portfolio, ranked #81.

Certior Financial Group first reported a position in WEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $500K in Q2 2026. 495 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Certior Financial Group held 4,295 shares of WEC Energy worth $433K as of Q3 2026.
  • Certior Financial Group bought 9 WEC Energy shares in Q3 2026, an estimated $980.
  • WEC Energy made up 0.23% of Certior Financial Group's portfolio in Q3 2026, its #81 holding.
  • Certior Financial Group first reported a position in WEC Energy in Q4 2024 and has held it in 8 quarters since.
  • Certior Financial Group's WEC Energy position peaked at $500K in Q2 2026.
  • 495 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.