CoreCap Advisors’s WEC Energy WEC Stock Holding History

CoreCap 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	$127K	Buy	1,263 +41	+3%	+$4.46K	﹤0.01%	1023
2026 Q2	$143K	Buy	1,222 +9	+0.7%	+$1.03K	﹤0.01%	981
2026 Q1	$140K	Buy	1,213 +9	+0.7%	+$1.01K	﹤0.01%	918
2025 Q4	$127K	Sell	1,204 -14	-1%	-$1.55K	﹤0.01%	944
2025 Q3	$140K	Buy	1,218 +45	+4%	+$4.88K	0.01%	918
2025 Q2	$122K	Sell	1,173 -21	-2%	-$2.23K	﹤0.01%	914
2025 Q1	$130K	Sell	1,194 -112	-9%	-$11.4K	0.01%	808
2024 Q4	$123K	Buy	1,306 +201	+18%	+$19.5K	0.01%	859
2024 Q3	$106K	Buy	1,105 +54	+5%	+$4.79K	0.01%	882
2024 Q2	$82.4K	Buy	1,051 +49	+5%	+$3.98K	0.01%	548
2024 Q1	$82.3K	Buy	+1,002	New	+$80.6K	﹤0.01%	918
2022 Q4	$9.9K	Buy	+106	New	+$9.8K	﹤0.01%	1543
2022 Q3	–	Sell	-256	Closed	-$26K	–	2096
2022 Q2	$26K	Buy	+256	New	+$26K	﹤0.01%	1159
2022 Q1	–	Sell	-1,271	Closed	-$123K	–	2099
2021 Q4	$123K	Buy	+1,271	New	+$116K	0.01%	675

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

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

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

CoreCap Advisors's WEC Position: Q3 2026 in Review

CoreCap Advisors increased its WEC Energy (WEC) stake by 3.4% in Q3 2026, buying an estimated $4.46K and bringing the position to 1,263 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

CoreCap Advisors first reported a position in WEC in Q4 2021 and has held it in 14 quarters since. The position peaked at $143K in Q2 2026. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

CoreCap Advisors held 1,263 shares of WEC Energy worth $127K as of Q3 2026.
CoreCap Advisors bought 41 WEC Energy shares in Q3 2026, an estimated $4.46K.
WEC Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1023 holding.
CoreCap Advisors first reported a position in WEC Energy in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WEC Energy position peaked at $143K in Q2 2026.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.