Diversified Enterprises
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Diversified Enterprises’s WEC Energy WEC Stock Holding History

Diversified Enterprises’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 		$1.35M Buy
13,394
+174
+1% +$18.9K 0.06% 135
2026
Q2 		$1.54M Buy
13,220
+4
+0% +$456 0.07% 112
2026
Q1 		$1.53M Buy
13,216
+9,832
+291% +$1.1M 0.08% 110
2025
Q4 		$357K Buy
3,384
+1,551
+85% +$172K 0.02% 271
2025
Q3 		$210K Buy
+1,833
New +$199K 0.01% 305

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

Diversified Enterprises's WEC Position: Q3 2026 in Review

Diversified Enterprises increased its WEC Energy (WEC) stake by 1.3% in Q3 2026, buying an estimated $18.9K and bringing the position to 13,394 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #135.

Diversified Enterprises first reported a position in WEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2026. 495 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Diversified Enterprises held 13,394 shares of WEC Energy worth $1.35M as of Q3 2026.
  • Diversified Enterprises bought 174 WEC Energy shares in Q3 2026, an estimated $18.9K.
  • WEC Energy made up 0.06% of Diversified Enterprises's portfolio in Q3 2026, its #135 holding.
  • Diversified Enterprises first reported a position in WEC Energy in Q3 2025 and has held it in 5 quarters since.
  • Diversified Enterprises's WEC Energy position peaked at $1.54M in Q2 2026.
  • 495 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.