Defined Wealth Management’s WEC Energy WEC Stock Holding History

Defined 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	$300K	Sell	2,975 -13	-0.4%	-$1.42K	0.15%	95
2026 Q2	$349K	Buy	2,988 +17	+0.6%	+$1.94K	0.18%	91
2026 Q1	$344K	Buy	2,971 +3	+0.1%	+$337	0.2%	86
2025 Q4	$313K	Buy	2,968 +1,063	+56%	+$118K	0.18%	91
2025 Q3	$218K	Buy	+1,905	New	+$206K	0.13%	104
2025 Q2	–	Sell	-1,902	Closed	-$207K	–	111
2025 Q1	$207K	Buy	+1,902	New	+$194K	0.14%	105

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

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

Defined Wealth Management reduced its WEC Energy (WEC) stake by 0.44% in Q3 2026, selling an estimated $1.42K and leaving 2,975 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #95.

Defined Wealth Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $349K in Q2 2026. 227 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Defined Wealth Management held 2,975 shares of WEC Energy worth $300K as of Q3 2026.
Defined Wealth Management sold 13 WEC Energy shares in Q3 2026, an estimated $1.42K.
WEC Energy made up 0.15% of Defined Wealth Management's portfolio in Q3 2026, its #95 holding.
Defined Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
Defined Wealth Management's WEC Energy position peaked at $349K in Q2 2026.
227 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.