CGC Financial Services’s WEC Energy WEC Stock Holding History

CGC Financial Services’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	$12.1K	Hold	120	–	–	﹤0.01%	211
2026 Q2	$14K	Hold	120	–	–	﹤0.01%	205
2026 Q1	$13.9K	Hold	120	–	–	﹤0.01%	196
2025 Q4	$12.7K	Hold	120	–	–	﹤0.01%	212
2025 Q3	$13.8K	Hold	120	–	–	﹤0.01%	205
2025 Q2	$12.5K	Hold	120	–	–	﹤0.01%	197
2025 Q1	$13.1K	Hold	120	–	–	0.01%	183
2024 Q4	$11.3K	Hold	120	–	–	﹤0.01%	193
2024 Q3	$11.5K	Hold	120	–	–	﹤0.01%	193
2024 Q2	$9.42K	Hold	120	–	–	﹤0.01%	202
2024 Q1	$9.9K	Hold	120	–	–	0.01%	211
2023 Q4	$10.1K	Hold	120	–	–	﹤0.01%	220
2023 Q3	$9.7K	Hold	120	–	–	0.01%	175
2023 Q2	$10.6K	Buy	+120	New	+$11.1K	0.01%	178

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CGC Financial Services's WEC Position: Q3 2026 in Review

CGC Financial Services held its WEC Energy (WEC) position steady in Q3 2026 at 120 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

CGC Financial Services first reported a position in WEC in Q2 2023 and has held it in 14 quarters since. The position peaked at $14K in Q2 2026. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

CGC Financial Services held 120 shares of WEC Energy worth $12.1K as of Q3 2026.
CGC Financial Services left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #211 holding.
CGC Financial Services first reported a position in WEC Energy in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's WEC Energy position peaked at $14K in Q2 2026.
795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.