Highline Wealth Partners
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Highline Wealth Partners’s WEC Energy WEC Stock Holding History

Highline Wealth Partners’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 		$7.06K Sell
70
-9
-11% -$980 ﹤0.01% 813
2026
Q2 		$9.22K Buy
79
+33
+72% +$3.76K ﹤0.01% 649
2026
Q1 		$5.32K Buy
46
+15
+48% +$1.68K ﹤0.01% 710
2025
Q4 		$3.27K Sell
31
-6
-16% -$664 ﹤0.01% 696
2025
Q3 		$4.24K Buy
37
+6
+19% +$650 ﹤0.01% 622
2025
Q2 		$3.23K Sell
31
-2
-6% -$213 ﹤0.01% 548
2025
Q1 		$3.6K Buy
33
+13
+65% +$1.33K ﹤0.01% 511
2024
Q4 		$1.88K Hold
20
– – ﹤0.01% 462
2024
Q3 		$1.92K Buy
20
+10
+100% +$886 ﹤0.01% 456
2024
Q2 		$785 Hold
10
– – ﹤0.01% 465
2024
Q1 		$821 Hold
10
– – ﹤0.01% 383
2023
Q4 		$842 Hold
10
– – ﹤0.01% 352
2023
Q3 		$806 Hold
10
– – ﹤0.01% 322
2023
Q2 		$882 Hold
10
– – ﹤0.01% 275
2023
Q1 		$948 Hold
10
– – ﹤0.01% 270
2022
Q4 		$938 Hold
10
– – ﹤0.01% 267
2022
Q3 		$894 Buy
+10
New +$1.02K ﹤0.01% 267

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Highline Wealth Partners's WEC Position: Q3 2026 in Review

Highline Wealth Partners reduced its WEC Energy (WEC) stake by 11% in Q3 2026, selling an estimated $980 and leaving 70 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Highline Wealth Partners first reported a position in WEC in Q3 2022 and has held it in 17 quarters since. The position peaked at $9.22K in Q2 2026. 534 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Highline Wealth Partners held 70 shares of WEC Energy worth $7.06K as of Q3 2026.
  • Highline Wealth Partners sold 9 WEC Energy shares in Q3 2026, an estimated $980.
  • WEC Energy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #813 holding.
  • Highline Wealth Partners first reported a position in WEC Energy in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's WEC Energy position peaked at $9.22K in Q2 2026.
  • 534 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.