IFG Advisory’s WEC Energy WEC Stock Holding History

IFG Advisory’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	$110K	Buy	1,094 +15	+1%	+$1.63K	﹤0.01%	1049
2026 Q2	$126K	Buy	+1,079	New	+$123K	﹤0.01%	998
2022 Q4	–	Sell	-3,949	Closed	-$353K	–	543
2022 Q3	$353K	Buy	+3,949	New	+$403K	0.03%	374

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

IFG Advisory's WEC Position: Q3 2026 in Review

IFG Advisory increased its WEC Energy (WEC) stake by 1.4% in Q3 2026, buying an estimated $1.63K and bringing the position to 1,094 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

IFG Advisory first reported a position in WEC in Q3 2022 and has held it in 3 quarters since. The position peaked at $353K in Q3 2022. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

IFG Advisory held 1,094 shares of WEC Energy worth $110K as of Q3 2026.
IFG Advisory bought 15 WEC Energy shares in Q3 2026, an estimated $1.63K.
WEC Energy made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1049 holding.
IFG Advisory first reported a position in WEC Energy in Q3 2022 and has held it in 3 quarters since.
IFG Advisory's WEC Energy position peaked at $353K in Q3 2022.
787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.