Fifth Third Wealth Advisors’s WEC Energy WEC Stock Holding History

Fifth Third 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	$514K	Sell	5,104 -108	-2%	-$11.8K	0.01%	517
2026 Q2	$609K	Buy	5,212 +205	+4%	+$23.4K	0.02%	431
2026 Q1	$580K	Buy	5,007 +502	+11%	+$56.4K	0.02%	377
2025 Q4	$475K	Sell	4,505 -17	-0.4%	-$1.88K	0.02%	400
2025 Q3	$518K	Buy	4,522 +2	+0%	+$217	0.02%	369
2025 Q2	$471K	Sell	4,520 -268	-6%	-$28.5K	0.02%	379
2025 Q1	$522K	Buy	4,788 +257	+6%	+$26.2K	0.03%	325
2024 Q4	$426K	Buy	4,531 +42	+0.9%	+$4.07K	0.02%	374
2024 Q3	$432K	Buy	4,489 +1,367	+44%	+$121K	0.03%	351
2024 Q2	$245K	Buy	+3,122	New	+$254K	0.02%	509

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fifth Third Wealth Advisors's WEC Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its WEC Energy (WEC) stake by 2.1% in Q3 2026, selling an estimated $11.8K and leaving 5,104 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #517.

Fifth Third Wealth Advisors first reported a position in WEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $609K in Q2 2026. 305 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Fifth Third Wealth Advisors held 5,104 shares of WEC Energy worth $514K as of Q3 2026.
Fifth Third Wealth Advisors sold 108 WEC Energy shares in Q3 2026, an estimated $11.8K.
WEC Energy made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #517 holding.
Fifth Third Wealth Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's WEC Energy position peaked at $609K in Q2 2026.
305 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.