Dala Group
WEC icon

Dala Group’s WEC Energy WEC Stock Holding History

Dala 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 		$242K Hold
2,398
– – 0.18% 63
2026
Q2 		$280K Hold
2,398
– – 0.23% 57
2026
Q1 		$278K Hold
2,398
– – 0.23% 59
2025
Q4 		$253K Buy
+2,398
New +$266K 0.22% 64

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

Dala Group's WEC Position: Q3 2026 in Review

Dala Group held its WEC Energy (WEC) position steady in Q3 2026 at 2,398 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #63.

Dala Group first reported a position in WEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $280K in Q2 2026. 495 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Dala Group held 2,398 shares of WEC Energy worth $242K as of Q3 2026.
  • Dala Group left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.18% of Dala Group's portfolio in Q3 2026, its #63 holding.
  • Dala Group first reported a position in WEC Energy in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's WEC Energy position peaked at $280K in Q2 2026.
  • 495 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.