Fiduciary Alliance’s WEC Energy WEC Stock Holding History

Fiduciary Alliance’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	$1.35M	Sell	13,430 -120	-0.9%	-$13.1K	0.1%	194
2026 Q2	$1.58M	Sell	13,550 -39	-0.3%	-$4.45K	0.11%	206
2026 Q1	$1.56M	Sell	13,589 -209	-2%	-$23.5K	0.09%	212
2025 Q4	$1.46M	Hold	13,798	–	–	0.1%	200
2025 Q3	$1.58M	Sell	13,798 -764	-5%	-$82.8K	0.11%	182
2025 Q2	$1.52M	Buy	14,562 +5,140	+55%	+$547K	0.11%	174
2025 Q1	$1.03M	Buy	+9,422	New	+$962K	0.1%	163
2023 Q3	–	Sell	-700	Closed	-$61.8K	–	944
2023 Q2	$61.8K	Buy	+700	New	+$64.7K	0.01%	281

Other funds holding WEC

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fiduciary Alliance's WEC Position: Q3 2026 in Review

Fiduciary Alliance reduced its WEC Energy (WEC) stake by 0.89% in Q3 2026, selling an estimated $13.1K and leaving 13,430 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #194.

Fiduciary Alliance first reported a position in WEC in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2026. 314 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Fiduciary Alliance held 13,430 shares of WEC Energy worth $1.35M as of Q3 2026.
Fiduciary Alliance sold 120 WEC Energy shares in Q3 2026, an estimated $13.1K.
WEC Energy made up 0.1% of Fiduciary Alliance's portfolio in Q3 2026, its #194 holding.
Fiduciary Alliance first reported a position in WEC Energy in Q2 2023 and has held it in 8 quarters since.
Fiduciary Alliance's WEC Energy position peaked at $1.58M in Q2 2026.
314 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.