Fairman Group’s WEC Energy WEC Stock Holding History

Fairman Group’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	$5.54K	Hold	55	–	–	﹤0.01%	196
2026 Q2	$6.42K	Hold	55	–	–	0.01%	189
2026 Q1	$6.37K	Hold	55	–	–	0.01%	177
2025 Q4	$5.8K	Buy	+55	New	+$6.09K	﹤0.01%	188
2025 Q1	–	Sell	-6	Closed	-$564	–	345
2024 Q4	$564	Sell	6 -7	-54%	-$679	﹤0.01%	309
2024 Q3	$1.25K	Hold	13	–	–	﹤0.01%	318
2024 Q2	$1.02K	Hold	13	–	–	﹤0.01%	328
2024 Q1	$1.07K	Sell	13 -430	-97%	-$34.6K	﹤0.01%	321
2023 Q4	$37.3K	Buy	+443	New	+$36.5K	0.04%	121

Other funds holding WEC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 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

Fairman Group's WEC Position: Q3 2026 in Review

Fairman Group held its WEC Energy (WEC) position steady in Q3 2026 at 55 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Fairman Group first reported a position in WEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $37.3K in Q4 2023. 637 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Fairman Group held 55 shares of WEC Energy worth $5.54K as of Q3 2026.
Fairman Group left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up ﹤0.01% of Fairman Group's portfolio in Q3 2026, its #196 holding.
Fairman Group first reported a position in WEC Energy in Q4 2023 and has held it in 9 quarters since.
Fairman Group's WEC Energy position peaked at $37.3K in Q4 2023.
637 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.