Impact Partnership Wealth
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Impact Partnership Wealth’s WEC Energy WEC Stock Holding History

Impact Partnership Wealth’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 		$383K Buy
3,803
+1
+0% +$109 0.03% 315
2026
Q2 		$444K Buy
3,802
+32
+0.8% +$3.65K 0.04% 277
2026
Q1 		$436K Hold
3,770
– – 0.05% 220
2025
Q4 		$398K Buy
+3,770
New +$417K 0.05% 234

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

Impact Partnership Wealth's WEC Position: Q3 2026 in Review

Impact Partnership Wealth increased its WEC Energy (WEC) stake by 0.03% in Q3 2026, buying an estimated $109 and bringing the position to 3,803 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #315.

Impact Partnership Wealth first reported a position in WEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $444K in Q2 2026. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Impact Partnership Wealth held 3,803 shares of WEC Energy worth $383K as of Q3 2026.
  • Impact Partnership Wealth bought 1 WEC Energy share in Q3 2026, an estimated $109.
  • WEC Energy made up 0.03% of Impact Partnership Wealth's portfolio in Q3 2026, its #315 holding.
  • Impact Partnership Wealth first reported a position in WEC Energy in Q4 2025 and has held it in 4 quarters since.
  • Impact Partnership Wealth's WEC Energy position peaked at $444K in Q2 2026.
  • 787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.