Grant Private Wealth Management
WEC icon

Grant Private Wealth Management’s WEC Energy WEC Stock Holding History

Grant Private Wealth 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 		– Sell
-3,741
Closed -$437K – 187
2026
Q2 		$437K Buy
3,741
+1,097
+41% +$125K 0.18% 102
2026
Q1 		$306K Buy
+2,644
New +$297K 0.16% 115

Other funds holding WEC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Grant Private Wealth Management's WEC Position: Q3 2026 in Review

Grant Private Wealth Management sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 3,741 shares — an estimated $437K sold.

Grant Private Wealth Management first reported a position in WEC in Q1 2026 and held it in 2 quarters. The position peaked at $437K in Q2 2026. 995 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Grant Private Wealth Management reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 3,741 WEC Energy shares in Q3 2026, an estimated $437K.
  • Grant Private Wealth Management first reported a position in WEC Energy in Q1 2026 and held it in 2 quarters.
  • Grant Private Wealth Management's WEC Energy position peaked at $437K in Q2 2026.
  • 995 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.