Fort Washington Investment Advisors
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Fort Washington Investment Advisors’s WEC Energy WEC Stock Holding History

Fort Washington Investment 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 		$48.2M Buy
+478,341
New +$52.1M 0.24% 104
2021
Q4 		– Sell
-2,300
Closed -$203K – 524
2021
Q3 		$203K Buy
+2,300
New +$216K ﹤0.01% 498
2019
Q1 		– Sell
-2,900
Closed -$201K – 545
2018
Q4 		$201K Sell
2,900
-3,700
-56% -$260K ﹤0.01% 513
2018
Q3 		$441K Sell
6,600
-2,100
-24% -$140K ﹤0.01% 440
2018
Q2 		$562K Buy
8,700
+1,500
+21% +$93.2K 0.01% 408
2018
Q1 		$451K Buy
7,200
+3,911
+119% +$243K ﹤0.01% 453
2017
Q4 		$218K Sell
3,289
-1,400
-30% -$93.9K ﹤0.01% 572
2017
Q3 		$294K Sell
4,689
-1,100
-19% -$70.2K ﹤0.01% 461
2017
Q2 		$355K Sell
5,789
-1,237
-18% -$76.4K 0.01% 419
2017
Q1 		$426K Sell
7,026
-5,713
-45% -$337K 0.01% 404
2016
Q4 		$747K Buy
12,739
+6,450
+103% +$370K 0.01% 343
2016
Q3 		$377K Buy
6,289
+3,150
+100% +$197K 0.01% 368
2016
Q2 		$205K Sell
3,139
-1,325
-30% -$79.7K ﹤0.01% 441
2016
Q1 		$268K Buy
+4,464
New +$250K 0.01% 420
2015
Q2 		– Sell
-6,139
Closed -$304K – 435
2015
Q1 		$304K Hold
6,139
– – 0.01% 379
2014
Q4 		$324K Sell
6,139
-600
-9% -$29.4K 0.01% 378
2014
Q3 		$290K Sell
6,739
-1,000
-13% -$44.4K 0.01% 396
2014
Q2 		$363K Hold
7,739
– – 0.01% 380
2014
Q1 		$360K Hold
7,739
– – 0.01% 371
2013
Q4 		$320K Hold
7,739
– – 0.01% 435
2013
Q3 		$313K Buy
+7,739
New +$322K 0.01% 394

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fort Washington Investment Advisors's WEC Position: Q3 2026 in Review

Fort Washington Investment Advisors opened a new position in WEC Energy (WEC) in Q3 2026: 478,341 shares worth $48.2M. The stake represents 0.24% of the portfolio and ranks #104 among its holdings. This is a return to the name: Fort Washington Investment Advisors previously reported a position in WEC as recently as Q3 2021.

Fort Washington Investment Advisors first reported a position in WEC in Q3 2013 and has held it in 21 quarters since. 181 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Fort Washington Investment Advisors held 478,341 shares of WEC Energy worth $48.2M as of Q3 2026.
  • WEC Energy was a new Fort Washington Investment Advisors position in Q3 2026.
  • WEC Energy made up 0.24% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #104 holding.
  • Fort Washington Investment Advisors first reported a position in WEC Energy in Q3 2013 and has held it in 21 quarters since.
  • 181 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.