Frank Rimerman Advisors’s WEC Energy WEC Stock Holding History

Frank Rimerman 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	$306K	Sell	3,034 -473	-13%	-$51.5K	0.02%	514
2026 Q2	$410K	Buy	3,507 +448	+15%	+$51.1K	0.02%	451
2026 Q1	$354K	Buy	3,059 +4	+0.1%	+$449	0.02%	455
2025 Q4	$322K	Sell	3,055 -566	-16%	-$62.7K	0.02%	487
2025 Q3	$415K	Buy	3,621 +695	+24%	+$75.3K	0.03%	404
2025 Q2	$305K	Sell	2,926 -890	-23%	-$94.7K	0.02%	451
2025 Q1	$416K	Sell	3,816 -207	-5%	-$21.1K	0.03%	351
2024 Q4	$378K	Buy	4,023 +919	+30%	+$89.1K	0.03%	366
2024 Q3	$299K	Sell	3,104 -9,019	-74%	-$799K	0.02%	421
2024 Q2	$951K	Buy	+12,123	New	+$985K	0.07%	230

Other funds holding WEC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Frank Rimerman Advisors's WEC Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its WEC Energy (WEC) stake by 13% in Q3 2026, selling an estimated $51.5K and leaving 3,034 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #514.

Frank Rimerman Advisors first reported a position in WEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $951K in Q2 2024. 907 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Frank Rimerman Advisors held 3,034 shares of WEC Energy worth $306K as of Q3 2026.
Frank Rimerman Advisors sold 473 WEC Energy shares in Q3 2026, an estimated $51.5K.
WEC Energy made up 0.02% of Frank Rimerman Advisors's portfolio in Q3 2026, its #514 holding.
Frank Rimerman Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's WEC Energy position peaked at $951K in Q2 2024.
907 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.