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Friday Financial’s WEC Energy WEC Stock Holding History

Friday Financial’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 		– Sell
-1,945
Closed -$229K – 123
2026
Q2 		$229K Buy
+1,945
New +$222K 0.06% 101

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Friday Financial's WEC Position: Q3 2026 in Review

Friday Financial sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,945 shares — an estimated $229K sold.

Friday Financial first reported a position in WEC in Q2 2026 and held it in 1 quarter. The position peaked at $229K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Friday Financial reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Friday Financial sold 1,945 WEC Energy shares in Q3 2026, an estimated $229K.
  • Friday Financial first reported a position in WEC Energy in Q2 2026 and held it in 1 quarter.
  • Friday Financial's WEC Energy position peaked at $229K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.