Essential Partners
WEC icon

Essential Partners’s WEC Energy WEC Stock Holding History

Essential 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 		$29.8K Buy
296
+138
+87% +$15K 0.01% 782
2026
Q2 		$18.4K Buy
158
+106
+204% +$12.1K 0.01% 939
2026
Q1 		$6.02K Sell
52
-124
-70% -$13.9K ﹤0.01% 1496
2025
Q4 		$18.6K Buy
176
+35
+25% +$3.88K 0.01% 940
2025
Q3 		$16.2K Buy
141
+92
+188% +$10K 0.01% 974
2025
Q2 		$5.11K Buy
+49
New +$5.21K ﹤0.01% 1047

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Essential Partners's WEC Position: Q3 2026 in Review

Essential Partners increased its WEC Energy (WEC) stake by 87% in Q3 2026, buying an estimated $15K and bringing the position to 296 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #782.

Essential Partners first reported a position in WEC in Q2 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Essential Partners held 296 shares of WEC Energy worth $29.8K as of Q3 2026.
  • Essential Partners bought 138 WEC Energy shares in Q3 2026, an estimated $15K.
  • WEC Energy made up 0.01% of Essential Partners's portfolio in Q3 2026, its #782 holding.
  • Essential Partners first reported a position in WEC Energy in Q2 2025 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.