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GAMMA Investing’s WEC Energy WEC Stock Holding History

GAMMA Investing’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 		$3.07M Buy
30,441
+392
+1% +$42.7K 0.1% 151
2026
Q2 		$3.51M Buy
30,049
+3,484
+13% +$397K 0.13% 125
2026
Q1 		$3.08M Buy
26,565
+5,376
+25% +$604K 0.14% 114
2025
Q4 		$2.23M Buy
21,189
+701
+3% +$77.6K 0.11% 152
2025
Q3 		$2.35M Buy
20,488
+1,496
+8% +$162K 0.13% 127
2025
Q2 		$1.98M Buy
18,992
+2,163
+13% +$230K 0.13% 145
2025
Q1 		$1.83M Buy
16,829
+2,587
+18% +$264K 0.14% 133
2024
Q4 		$1.34M Buy
14,242
+1,843
+15% +$179K 0.11% 156
2024
Q3 		$1.19M Buy
12,399
+1,522
+14% +$135K 0.12% 160
2024
Q2 		$853K Buy
10,877
+1,933
+22% +$157K 0.12% 151
2024
Q1 		$734K Buy
8,944
+1,758
+24% +$141K 0.15% 122
2023
Q4 		$580K Buy
+7,186
New +$592K 0.16% 113

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
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
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

GAMMA Investing's WEC Position: Q3 2026 in Review

GAMMA Investing increased its WEC Energy (WEC) stake by 1.3% in Q3 2026, buying an estimated $42.7K and bringing the position to 30,441 shares worth $3.07M. The position accounts for 0.1% of the portfolio, ranked #151.

GAMMA Investing first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.51M in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • GAMMA Investing held 30,441 shares of WEC Energy worth $3.07M as of Q3 2026.
  • GAMMA Investing bought 392 WEC Energy shares in Q3 2026, an estimated $42.7K.
  • WEC Energy made up 0.1% of GAMMA Investing's portfolio in Q3 2026, its #151 holding.
  • GAMMA Investing first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's WEC Energy position peaked at $3.51M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.