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Farther Finance Advisors’s WEC Energy WEC Stock Holding History

Farther Finance 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 		$1.97M Buy
19,522
+3,835
+24% +$418K 0.01% 783
2026
Q2 		$1.83M Buy
15,687
+599
+4% +$68.3K 0.01% 792
2026
Q1 		$1.75M Buy
15,088
+1,531
+11% +$172K 0.02% 714
2025
Q4 		$1.43M Buy
13,557
+2,741
+25% +$303K 0.02% 725
2025
Q3 		$1.24M Buy
10,816
+3,955
+58% +$429K 0.02% 629
2025
Q2 		$715K Sell
6,861
-1,064
-13% -$113K 0.01% 740
2025
Q1 		$863K Buy
7,925
+1,257
+19% +$128K 0.02% 573
2024
Q4 		$627K Sell
6,668
-9
-0.1% -$873 0.02% 514
2024
Q3 		$642K Buy
6,677
+250
+4% +$22.2K 0.02% 496
2024
Q2 		$499K Buy
6,427
+1,055
+20% +$85.7K 0.02% 482
2024
Q1 		$438K Buy
5,372
+3,211
+149% +$258K 0.03% 431
2023
Q4 		$182K Sell
2,161
-18
-0.8% -$1.48K 0.01% 576
2023
Q3 		$176K Buy
2,179
+486
+29% +$42.2K 0.03% 414
2023
Q2 		$149K Sell
1,693
-339
-17% -$31.3K 0.03% 365
2023
Q1 		$193K Buy
2,032
+902
+80% +$83.5K 0.06% 267
2022
Q4 		$106K Buy
+1,130
New +$104K 0.04% 315

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
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

Farther Finance Advisors's WEC Position: Q3 2026 in Review

Farther Finance Advisors increased its WEC Energy (WEC) stake by 24% in Q3 2026, buying an estimated $418K and bringing the position to 19,522 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #783.

Farther Finance Advisors first reported a position in WEC in Q4 2022 and has held it in 16 quarters since. 63 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Farther Finance Advisors held 19,522 shares of WEC Energy worth $1.97M as of Q3 2026.
  • Farther Finance Advisors bought 3,835 WEC Energy shares in Q3 2026, an estimated $418K.
  • WEC Energy made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #783 holding.
  • Farther Finance Advisors first reported a position in WEC Energy in Q4 2022 and has held it in 16 quarters since.
  • 63 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.