Integrated Advisors Network
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Integrated Advisors Network’s WEC Energy WEC Stock Holding History

Integrated Advisors 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 		$713K Sell
7,077
-89
-1% -$9.7K 0.03% 394
2026
Q2 		$837K Sell
7,166
-234
-3% -$26.7K 0.04% 364
2026
Q1 		$857K Buy
7,400
+235
+3% +$26.4K 0.05% 344
2025
Q4 		$756K Buy
7,165
+135
+2% +$14.9K 0.03% 398
2025
Q3 		$806K Sell
7,030
-72
-1% -$7.8K 0.03% 405
2025
Q2 		$740K Sell
7,102
-33
-0.5% -$3.51K 0.03% 416
2025
Q1 		$778K Buy
7,135
+188
+3% +$19.2K 0.04% 362
2024
Q4 		$653K Buy
6,947
+81
+1% +$7.85K 0.03% 391
2024
Q3 		$660K Buy
6,866
+14
+0.2% +$1.24K 0.03% 401
2024
Q2 		$538K Buy
6,852
+29
+0.4% +$2.36K 0.03% 425
2024
Q1 		$560K Buy
6,823
+352
+5% +$28.3K 0.03% 437
2023
Q4 		$545K Sell
6,471
-1,092
-14% -$89.9K 0.03% 409
2023
Q3 		$609K Buy
7,563
+1,115
+17% +$96.9K 0.04% 373
2023
Q2 		$569K Sell
6,448
-48
-0.7% -$4.44K 0.03% 400
2023
Q1 		$616K Sell
6,496
-35
-0.5% -$3.24K 0.04% 375
2022
Q4 		$612K Buy
6,531
+3
+0% +$277 0.04% 370
2022
Q3 		$584K Sell
6,528
-152
-2% -$15.5K 0.04% 365
2022
Q2 		$672K Sell
6,680
-36,510
-85% -$3.7M 0.04% 353
2022
Q1 		$4.31M Sell
43,190
-2,097
-5% -$198K 0.25% 98
2021
Q4 		$4.4M Buy
45,287
+2,618
+6% +$239K 0.26% 102
2021
Q3 		$3.76M Buy
42,669
+35,705
+513% +$3.35M 0.25% 110
2021
Q2 		$619K Buy
6,964
+4
+0.1% +$377 0.05% 318
2021
Q1 		$651K Buy
+6,960
New +$607K 0.06% 278
2020
Q4 		– Sell
-24,917
Closed -$2.41M – 519
2020
Q3 		$2.41M Buy
+24,917
New +$2.32M 0.31% 89

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Integrated Advisors Network's WEC Position: Q3 2026 in Review

Integrated Advisors Network reduced its WEC Energy (WEC) stake by 1.2% in Q3 2026, selling an estimated $9.7K and leaving 7,077 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #394.

Integrated Advisors Network first reported a position in WEC in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.4M in Q4 2021. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Integrated Advisors Network held 7,077 shares of WEC Energy worth $713K as of Q3 2026.
  • Integrated Advisors Network sold 89 WEC Energy shares in Q3 2026, an estimated $9.7K.
  • WEC Energy made up 0.03% of Integrated Advisors Network's portfolio in Q3 2026, its #394 holding.
  • Integrated Advisors Network first reported a position in WEC Energy in Q3 2020 and has held it in 24 quarters since.
  • Integrated Advisors Network's WEC Energy position peaked at $4.4M in Q4 2021.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.