Cynosure Group’s WEC Energy WEC Stock Holding History

Cynosure 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	–	Sell	-5,530	Closed	-$646K	–	209
2026 Q2	$646K	Buy	+5,530	New	+$631K	0.1%	114
2026 Q1	–	Sell	-3,898	Closed	-$411K	–	468
2025 Q4	$411K	Buy	+3,898	New	+$432K	0.04%	351

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

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

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Cynosure Group's WEC Position: Q3 2026 in Review

Cynosure Group sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 5,530 shares — an estimated $646K sold.

Cynosure Group first reported a position in WEC in Q4 2025 and held it in 2 quarters. The position peaked at $646K in Q2 2026. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Cynosure Group reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
Cynosure Group sold 5,530 WEC Energy shares in Q3 2026, an estimated $646K.
Cynosure Group first reported a position in WEC Energy in Q4 2025 and held it in 2 quarters.
Cynosure Group's WEC Energy position peaked at $646K in Q2 2026.
729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.