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Insight Wealth Strategies’s WEC Energy WEC Stock Holding History

Insight Wealth Strategies’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 		$329K Buy
3,267
+49
+2% +$5.33K 0.03% 155
2026
Q2 		$374K Buy
3,218
+19
+0.6% +$2.17K 0.04% 138
2026
Q1 		$370K Sell
3,199
-545
-15% -$61.2K 0.04% 138
2025
Q4 		$395K Buy
3,744
+27
+0.7% +$2.99K 0.05% 131
2025
Q3 		$426K Buy
3,717
+48
+1% +$5.2K 0.05% 130
2025
Q2 		$384K Sell
3,669
-58
-2% -$6.17K 0.05% 129
2025
Q1 		$406K Buy
3,727
+32
+0.9% +$3.27K 0.05% 127
2024
Q4 		$348K Sell
3,695
-610
-14% -$59.1K 0.05% 130
2024
Q3 		$414K Buy
4,305
+38
+0.9% +$3.37K 0.05% 135
2024
Q2 		$335K Buy
4,267
+44
+1% +$3.57K 0.05% 140
2024
Q1 		$347K Buy
4,223
+33
+0.8% +$2.65K 0.05% 142
2023
Q4 		$353K Sell
4,190
-119
-3% -$9.8K 0.06% 139
2023
Q3 		$347K Buy
4,309
+38
+0.9% +$3.3K 0.07% 128
2023
Q2 		$377K Buy
4,271
+205
+5% +$18.9K 0.07% 121
2023
Q1 		$385K Buy
4,066
+35
+0.9% +$3.24K 0.08% 120
2022
Q4 		$378K Buy
+4,031
New +$373K 0.07% 115

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Insight Wealth Strategies's WEC Position: Q3 2026 in Review

Insight Wealth Strategies increased its WEC Energy (WEC) stake by 1.5% in Q3 2026, buying an estimated $5.33K and bringing the position to 3,267 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #155.

Insight Wealth Strategies first reported a position in WEC in Q4 2022 and has held it in 16 quarters since. The position peaked at $426K in Q3 2025. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Insight Wealth Strategies held 3,267 shares of WEC Energy worth $329K as of Q3 2026.
  • Insight Wealth Strategies bought 49 WEC Energy shares in Q3 2026, an estimated $5.33K.
  • WEC Energy made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #155 holding.
  • Insight Wealth Strategies first reported a position in WEC Energy in Q4 2022 and has held it in 16 quarters since.
  • Insight Wealth Strategies's WEC Energy position peaked at $426K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.