Darwin Wealth Management
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Darwin Wealth Management’s WEC Energy WEC Stock Holding History

Darwin Wealth Management’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 		$31.6K Buy
313
+248
+382% +$27K 0.01% 418
2026
Q2 		$7.6K Buy
65
+1
+2% +$114 ﹤0.01% 409
2026
Q1 		$7.47K Hold
64
– – ﹤0.01% 384
2025
Q4 		$6.75K Hold
64
– – ﹤0.01% 412
2025
Q3 		$7.33K Hold
64
– – ﹤0.01% 392
2025
Q2 		$6.67K Hold
64
– – ﹤0.01% 384
2025
Q1 		$6.02K Hold
64
– – ﹤0.01% 423
2024
Q4 		$6.02K Hold
64
– – ﹤0.01% 423
2024
Q3 		$6.16K Buy
+64
New +$5.67K ﹤0.01% 433
2020
Q2 		– Sell
-341
Closed -$30K – 792
2020
Q1 		$30K Buy
+341
New +$32.8K 0.01% 304

Other funds holding WEC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Darwin Wealth Management's WEC Position: Q3 2026 in Review

Darwin Wealth Management increased its WEC Energy (WEC) stake by 382% in Q3 2026, buying an estimated $27K and bringing the position to 313 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #418.

Darwin Wealth Management first reported a position in WEC in Q1 2020 and has held it in 10 quarters since. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Darwin Wealth Management held 313 shares of WEC Energy worth $31.6K as of Q3 2026.
  • Darwin Wealth Management bought 248 WEC Energy shares in Q3 2026, an estimated $27K.
  • WEC Energy made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #418 holding.
  • Darwin Wealth Management first reported a position in WEC Energy in Q1 2020 and has held it in 10 quarters since.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.