ERTS Wealth Advisors’s WEC Energy WEC Stock Holding History

ERTS Wealth Advisors’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	$308K	Hold	3,059	–	–	0.09%	27
2026 Q2	$357K	Hold	3,059	–	–	0.1%	28
2026 Q1	$354K	Hold	3,059	–	–	0.11%	24
2025 Q4	$323K	Hold	3,059	–	–	0.1%	27
2025 Q3	$351K	Hold	3,059	–	–	0.11%	26
2025 Q2	$319K	Buy	+3,059	New	+$325K	0.11%	24
2019 Q1	–	Sell	-440	Closed	-$30K	–	301
2018 Q4	$30K	Buy	+440	New	+$30.9K	0.02%	193

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

ERTS Wealth Advisors's WEC Position: Q3 2026 in Review

ERTS Wealth Advisors held its WEC Energy (WEC) position steady in Q3 2026 at 3,059 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #27.

ERTS Wealth Advisors first reported a position in WEC in Q4 2018 and has held it in 7 quarters since. The position peaked at $357K in Q2 2026. 463 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

ERTS Wealth Advisors held 3,059 shares of WEC Energy worth $308K as of Q3 2026.
ERTS Wealth Advisors left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.09% of ERTS Wealth Advisors's portfolio in Q3 2026, its #27 holding.
ERTS Wealth Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 7 quarters since.
ERTS Wealth Advisors's WEC Energy position peaked at $357K in Q2 2026.
463 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.