IAG Wealth Partners
WEC icon

IAG Wealth Partners’s WEC Energy WEC Stock Holding History

IAG 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 		$1.27M Buy
12,640
+2
+0% +$218 0.12% 73
2026
Q2 		$1.48M Sell
12,638
-553
-4% -$63.1K 0.15% 69
2026
Q1 		$1.53M Buy
13,191
+3,044
+30% +$342K 0.17% 63
2025
Q4 		$1.07M Sell
10,147
-533
-5% -$59K 0.12% 70
2025
Q3 		$1.22M Buy
10,680
+4,606
+76% +$499K 0.15% 66
2025
Q2 		$633K Buy
6,074
+2
+0% +$213 0.08% 77
2025
Q1 		$662K Buy
6,072
+179
+3% +$18.3K 0.1% 69
2024
Q4 		$554K Buy
5,893
+1,004
+21% +$97.3K 0.1% 66
2024
Q3 		$470K Buy
4,889
+182
+4% +$16.1K 0.09% 70
2024
Q2 		$369K Sell
4,707
-2,442
-34% -$198K 0.07% 74
2024
Q1 		$587K Buy
7,149
+3,207
+81% +$258K 0.13% 57
2023
Q4 		$332K Sell
3,942
-632
-14% -$52K 0.08% 67
2023
Q3 		$368K Buy
4,574
+776
+20% +$67.4K 0.1% 58
2023
Q2 		$335K Buy
3,798
+278
+8% +$25.7K 0.09% 65
2023
Q1 		$334K Sell
3,520
-86
-2% -$7.96K 0.09% 57
2022
Q4 		$338K Buy
3,606
+1,574
+77% +$145K 0.1% 56
2022
Q3 		$182K Hold
2,032
– – 0.06% 62
2022
Q2 		$205K Sell
2,032
-1
-0% -$101 0.07% 65
2022
Q1 		$203K Sell
2,033
-113
-5% -$10.7K 0.06% 65
2021
Q4 		$208K Buy
2,146
+223
+12% +$20.4K 0.07% 60
2021
Q3 		$170K Sell
1,923
-55
-3% -$5.16K 0.06% 57
2021
Q2 		$176K Hold
1,978
– – 0.06% 52
2021
Q1 		$186K Sell
1,978
-90
-4% -$7.85K 0.07% 53
2020
Q4 		$191K Hold
2,068
– – 0.08% 55
2020
Q3 		$201K Buy
2,068
+249
+14% +$23.2K 0.09% 52
2020
Q2 		$160K Hold
1,819
– – 0.08% 55
2020
Q1 		$161K Hold
1,819
– – 0.11% 51
2019
Q4 		$168K Buy
+1,819
New +$166K 0.11% 48

Other funds holding WEC

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

IAG Wealth Partners increased its WEC Energy (WEC) stake by 0.02% in Q3 2026, buying an estimated $218 and bringing the position to 12,640 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #73.

IAG Wealth Partners first reported a position in WEC in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.53M in Q1 2026. 750 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • IAG Wealth Partners held 12,640 shares of WEC Energy worth $1.27M as of Q3 2026.
  • IAG Wealth Partners bought 2 WEC Energy shares in Q3 2026, an estimated $218.
  • WEC Energy made up 0.12% of IAG Wealth Partners's portfolio in Q3 2026, its #73 holding.
  • IAG Wealth Partners first reported a position in WEC Energy in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's WEC Energy position peaked at $1.53M in Q1 2026.
  • 750 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.