Fourpath Capital Management’s WEC Energy WEC Stock Holding History

Fourpath Capital Management’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	$1.05M	Sell	10,414 -201	-2%	-$21.9K	0.14%	105
2026 Q2	$1.24M	Buy	10,615 +2,521	+31%	+$288K	0.16%	105
2026 Q1	$937K	Buy	8,094 +3,958	+96%	+$445K	0.13%	107
2025 Q4	$436K	Sell	4,136 -153	-4%	-$16.9K	0.06%	160
2025 Q3	$491K	Sell	4,289 -72	-2%	-$7.8K	0.07%	151
2025 Q2	$454K	Hold	4,361	–	–	0.07%	152
2025 Q1	$475K	Sell	4,361 -54	-1%	-$5.52K	0.08%	145
2024 Q4	$415K	Sell	4,415 -49	-1%	-$4.75K	0.08%	153
2024 Q3	$429K	Buy	+4,464	New	+$396K	0.08%	155

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

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

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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fourpath Capital Management's WEC Position: Q3 2026 in Review

Fourpath Capital Management reduced its WEC Energy (WEC) stake by 1.9% in Q3 2026, selling an estimated $21.9K and leaving 10,414 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #105.

Fourpath Capital Management first reported a position in WEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q2 2026. 269 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Fourpath Capital Management held 10,414 shares of WEC Energy worth $1.05M as of Q3 2026.
Fourpath Capital Management sold 201 WEC Energy shares in Q3 2026, an estimated $21.9K.
WEC Energy made up 0.14% of Fourpath Capital Management's portfolio in Q3 2026, its #105 holding.
Fourpath Capital Management first reported a position in WEC Energy in Q3 2024 and has held it in 9 quarters since.
Fourpath Capital Management's WEC Energy position peaked at $1.24M in Q2 2026.
269 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.