DDD Partners
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DDD Partners’s WEC Energy WEC Stock Holding History

DDD Partners’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 		$20.6M Buy
204,340
+30,889
+18% +$3.36M 1.18% 28
2026
Q2 		$20.3M Sell
173,451
-245
-0.1% -$28K 1.26% 27
2026
Q1 		$20.1M Buy
173,696
+759
+0.4% +$85.3K 1.39% 18
2025
Q4 		$18.2M Buy
172,937
+904
+0.5% +$100K 1.16% 27
2025
Q3 		$19.7M Buy
+172,033
New +$18.6M 1.25% 17

Other funds holding WEC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

DDD Partners's WEC Position: Q3 2026 in Review

DDD Partners increased its WEC Energy (WEC) stake by 18% in Q3 2026, buying an estimated $3.36M and bringing the position to 204,340 shares worth $20.6M. The position accounts for 1.18% of the portfolio, ranked #28.

DDD Partners first reported a position in WEC in Q3 2025 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • DDD Partners held 204,340 shares of WEC Energy worth $20.6M as of Q3 2026.
  • DDD Partners bought 30,889 WEC Energy shares in Q3 2026, an estimated $3.36M.
  • WEC Energy made up 1.18% of DDD Partners's portfolio in Q3 2026, its #28 holding.
  • DDD Partners first reported a position in WEC Energy in Q3 2025 and has held it in 5 quarters since.
  • 687 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.