Key Financial Inc’s WEC Energy WEC Stock Holding History

Key Financial Inc’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	$10.7K	Sell	106 -50	-32%	-$5.44K	﹤0.01%	844
2026 Q2	$18.2K	Buy	156 +50	+47%	+$5.7K	﹤0.01%	745
2026 Q1	$12.3K	Hold	106	–	–	﹤0.01%	834
2025 Q4	$11.2K	Hold	106	–	–	﹤0.01%	857
2025 Q3	$12K	Hold	106	–	–	﹤0.01%	840
2025 Q2	$11K	Hold	106	–	–	﹤0.01%	827
2025 Q1	$11.6K	Hold	106	–	–	﹤0.01%	786
2024 Q4	$10K	Hold	106	–	–	﹤0.01%	810
2024 Q3	$10.2K	Hold	106	–	–	﹤0.01%	793
2024 Q2	$8.32K	Hold	106	–	–	﹤0.01%	829
2024 Q1	$8.7K	Hold	106	–	–	﹤0.01%	796
2023 Q4	$8.92K	Hold	106	–	–	﹤0.01%	771
2023 Q3	$8.54K	Hold	106	–	–	﹤0.01%	758
2023 Q2	$9.35K	Hold	106	–	–	﹤0.01%	747
2023 Q1	$10K	Hold	106	–	–	﹤0.01%	678
2022 Q4	$9.48K	Hold	106	–	–	﹤0.01%	639
2022 Q3	$9K	Buy	106 +45	+74%	+$4.6K	﹤0.01%	665
2022 Q2	$6K	Hold	61	–	–	﹤0.01%	776
2022 Q1	$6K	Hold	61	–	–	﹤0.01%	769
2021 Q4	$6K	Hold	61	–	–	﹤0.01%	698
2021 Q3	$5K	Hold	61	–	–	﹤0.01%	719
2021 Q2	$6K	Hold	61	–	–	﹤0.01%	670
2021 Q1	$6K	Hold	61	–	–	﹤0.01%	581
2020 Q4	$6K	Buy	+61	New	+$5.94K	﹤0.01%	539

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Financial Inc's WEC Position: Q3 2026 in Review

Key Financial Inc reduced its WEC Energy (WEC) stake by 32% in Q3 2026, selling an estimated $5.44K and leaving 106 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Key Financial Inc first reported a position in WEC in Q4 2020 and has held it in 24 quarters since. The position peaked at $18.2K in Q2 2026. 534 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Key Financial Inc held 106 shares of WEC Energy worth $10.7K as of Q3 2026.
Key Financial Inc sold 50 WEC Energy shares in Q3 2026, an estimated $5.44K.
WEC Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #844 holding.
Key Financial Inc first reported a position in WEC Energy in Q4 2020 and has held it in 24 quarters since.
Key Financial Inc's WEC Energy position peaked at $18.2K in Q2 2026.
534 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.