Independent Wealth Network’s WEC Energy WEC Stock Holding History

Independent Wealth Network’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	-1,986	Closed	-$232K	–	367
2026 Q2	$232K	Sell	1,986 -124	-6%	-$14.1K	0.06%	285
2026 Q1	$244K	Sell	2,110 -587	-22%	-$66K	0.07%	245
2025 Q4	$284K	Buy	2,697 +130	+5%	+$14.4K	0.09%	212
2025 Q3	$294K	Buy	2,567 +103	+4%	+$11.2K	0.09%	210
2025 Q2	$257K	Buy	2,464 +194	+9%	+$20.6K	0.09%	215
2025 Q1	$247K	Buy	2,270 +18	+0.8%	+$1.84K	0.1%	201
2024 Q4	$212K	Buy	2,252 +3	+0.1%	+$291	0.09%	217
2024 Q3	$216K	Buy	+2,249	New	+$199K	0.1%	202
2024 Q2	–	Sell	-2,480	Closed	-$204K	–	229
2024 Q1	$204K	Sell	2,480 -345	-12%	-$27.7K	0.1%	206
2023 Q4	$238K	Buy	+2,825	New	+$233K	0.13%	176

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

Independent Wealth Network's WEC Position: Q3 2026 in Review

Independent Wealth Network sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,986 shares — an estimated $232K sold.

Independent Wealth Network first reported a position in WEC in Q4 2023 and held it in 10 quarters. The position peaked at $294K in Q3 2025. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Independent Wealth Network reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
Independent Wealth Network sold 1,986 WEC Energy shares in Q3 2026, an estimated $232K.
Independent Wealth Network first reported a position in WEC Energy in Q4 2023 and held it in 10 quarters.
Independent Wealth Network's WEC Energy position peaked at $294K in Q3 2025.
787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

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