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Elevation Wealth Partners’s WEC Energy WEC Stock Holding History

Elevation Wealth 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 		$37.3K Buy
371
+324
+689% +$35.3K 0.01% 469
2026
Q2 		$5.49K Hold
47
– – ﹤0.01% 994
2026
Q1 		$5.44K Buy
47
+20
+74% +$2.25K ﹤0.01% 686
2025
Q4 		$2.85K Buy
27
+24
+800% +$2.66K ﹤0.01% 736
2025
Q3 		$344 Buy
+3
New +$325 ﹤0.01% 835

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Elevation Wealth Partners's WEC Position: Q3 2026 in Review

Elevation Wealth Partners increased its WEC Energy (WEC) stake by 689% in Q3 2026, buying an estimated $35.3K and bringing the position to 371 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #469.

Elevation Wealth Partners first reported a position in WEC in Q3 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Elevation Wealth Partners held 371 shares of WEC Energy worth $37.3K as of Q3 2026.
  • Elevation Wealth Partners bought 324 WEC Energy shares in Q3 2026, an estimated $35.3K.
  • WEC Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #469 holding.
  • Elevation Wealth Partners first reported a position in WEC Energy in Q3 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.