Enhancing Capital’s WEC Energy WEC Stock Holding History

Enhancing Capital’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	$1.18M	Hold	11,706	–	–	0.82%	32
2026 Q2	$1.37M	Hold	11,706	–	–	0.94%	31
2026 Q1	$1.36M	Hold	11,706	–	–	1.01%	33
2025 Q4	$1.23M	Hold	11,706	–	–	0.88%	33
2025 Q3	$1.34M	Hold	11,706	–	–	0.98%	31
2025 Q2	$1.22M	Hold	11,706	–	–	0.93%	32
2025 Q1	$1.28M	Hold	11,706	–	–	1.02%	31
2024 Q4	$1.1M	Buy	+11,706	New	+$1.13M	0.88%	35
2022 Q3	$1M	Hold	11,706	–	–	1.24%	28
2022 Q2	$1.18M	Hold	11,706	–	–	1.41%	22
2022 Q1	$1.17M	Hold	11,706	–	–	1.25%	26
2021 Q4	$1.14M	Buy	+11,706	New	+$1.07M	1.23%	27

Other funds holding WEC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Enhancing Capital's WEC Position: Q3 2026 in Review

Enhancing Capital held its WEC Energy (WEC) position steady in Q3 2026 at 11,706 shares worth $1.18M. The position accounts for 0.82% of the portfolio, ranked #32.

Enhancing Capital first reported a position in WEC in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2026. 463 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Enhancing Capital held 11,706 shares of WEC Energy worth $1.18M as of Q3 2026.
Enhancing Capital left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.82% of Enhancing Capital's portfolio in Q3 2026, its #32 holding.
Enhancing Capital first reported a position in WEC Energy in Q4 2021 and has held it in 12 quarters since.
Enhancing Capital's WEC Energy position peaked at $1.37M in Q2 2026.
463 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Enhancing Capital's 13F filing for Q3 2026, filed 26 Oct 2026.