Covestor
WEC icon

Covestor’s WEC Energy WEC Stock Holding History

Covestor’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 		$16K Buy
155
+4
+3% +$435 0.01% 1217
2026
Q2 		$18K Buy
151
+7
+5% +$799 0.01% 1230
2026
Q1 		$17K Sell
144
-72
-33% -$8.09K 0.01% 1184
2025
Q4 		$23K Sell
216
-80
-27% -$8.86K 0.01% 1239
2025
Q3 		$34K Buy
296
+52
+21% +$5.64K 0.02% 1075
2025
Q2 		$25K Buy
244
+4
+2% +$426 0.01% 1175
2025
Q1 		$26K Buy
240
+42
+21% +$4.29K 0.02% 1112
2024
Q4 		$19K Sell
198
-113
-36% -$11K 0.01% 1233
2024
Q3 		$30K Sell
311
-3
-1% -$266 0.02% 1070
2024
Q2 		$25K Buy
314
+123
+64% +$10K 0.02% 1128
2024
Q1 		$16K Sell
191
-5
-3% -$402 0.01% 1302
2023
Q4 		$17K Sell
196
-8
-4% -$659 0.01% 1266
2023
Q3 		$16K Sell
204
-10
-5% -$869 0.01% 1214
2023
Q2 		$19K Sell
214
-3
-1% -$277 0.01% 1173
2023
Q1 		$21K Buy
217
+19
+10% +$1.76K 0.02% 997
2022
Q4 		$19K Sell
198
-9
-4% -$832 0.02% 1055
2022
Q3 		$19K Sell
207
-575
-74% -$58.7K 0.02% 1015
2022
Q2 		$79K Sell
782
-393
-33% -$39.8K 0.06% 538
2022
Q1 		$117K Buy
1,175
+531
+82% +$50.1K 0.08% 410
2021
Q4 		$63K Buy
+644
New +$58.9K 0.09% 404

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

Covestor's WEC Position: Q3 2026 in Review

Covestor increased its WEC Energy (WEC) stake by 2.6% in Q3 2026, buying an estimated $435 and bringing the position to 155 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #1217.

Covestor first reported a position in WEC in Q4 2021 and has held it in 20 quarters since. The position peaked at $117K in Q1 2022. 486 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Covestor held 155 shares of WEC Energy worth $16K as of Q3 2026.
  • Covestor bought 4 WEC Energy shares in Q3 2026, an estimated $435.
  • WEC Energy made up 0.01% of Covestor's portfolio in Q3 2026, its #1217 holding.
  • Covestor first reported a position in WEC Energy in Q4 2021 and has held it in 20 quarters since.
  • Covestor's WEC Energy position peaked at $117K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.