Lantz Financial’s WEC Energy WEC Stock Holding History

Lantz Financial’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	$2.72M	Buy	26,950 +121	+0.5%	+$13.2K	0.49%	48
2026 Q2	$3.13M	Buy	26,829 +556	+2%	+$63.4K	0.57%	42
2026 Q1	$3.04M	Sell	26,273 -49	-0.2%	-$5.5K	0.63%	36
2025 Q4	$2.78M	Sell	26,322 -1,061	-4%	-$117K	0.59%	38
2025 Q3	$3.14M	Sell	27,383 -27	-0.1%	-$2.93K	0.69%	34
2025 Q2	$2.86M	Sell	27,410 -282	-1%	-$30K	0.71%	35
2025 Q1	$3.02M	Sell	27,692 -1,115	-4%	-$114K	0.83%	28
2024 Q4	$2.71M	Sell	28,807 -971	-3%	-$94.1K	0.72%	32
2024 Q3	$2.86M	Buy	29,778 +1,508	+5%	+$134K	0.78%	30
2024 Q2	$2.22M	Sell	28,270 -184	-0.6%	-$14.9K	0.69%	39
2024 Q1	$2.34M	Buy	28,454 +21,758	+325%	+$1.75M	0.75%	35
2023 Q4	$564K	Sell	6,696 -630	-9%	-$51.9K	0.2%	104
2023 Q3	$590K	Buy	7,326 +9	+0.1%	+$782	0.23%	95
2023 Q2	$646K	Buy	7,317 +37	+0.5%	+$3.42K	0.25%	91
2023 Q1	$690K	Buy	7,280 +673	+10%	+$62.3K	0.29%	89
2022 Q4	$619K	Sell	6,607 -750	-10%	-$69.3K	0.28%	88
2022 Q3	$658K	Hold	7,357	–	–	0.34%	75
2022 Q2	$740K	Hold	7,357	–	–	0.33%	79
2022 Q1	$734K	Hold	7,357	–	–	0.3%	86
2021 Q4	$714K	Hold	7,357	–	–	0.33%	79
2021 Q3	$649K	Hold	7,357	–	–	0.33%	77
2021 Q2	$654K	Buy	7,357 +162	+2%	+$15.3K	0.34%	76
2021 Q1	$673K	Hold	7,195	–	–	0.38%	64
2020 Q4	$662K	Sell	7,195 -112	-2%	-$10.9K	0.41%	63
2020 Q3	$708K	Buy	7,307 +112	+2%	+$10.4K	0.48%	60
2020 Q2	$631K	Hold	7,195	–	–	0.45%	63
2020 Q1	$634K	Hold	7,195	–	–	0.5%	59
2019 Q4	$664K	Hold	7,195	–	–	0.39%	70
2019 Q3	$679K	Hold	7,195	–	–	0.46%	71
2019 Q2	$606K	Hold	7,195	–	–	0.41%	67
2019 Q1	$569K	Buy	+7,195	New	+$534K	0.41%	65

Other funds holding WEC

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lantz Financial's WEC Position: Q3 2026 in Review

Lantz Financial increased its WEC Energy (WEC) stake by 0.45% in Q3 2026, buying an estimated $13.2K and bringing the position to 26,950 shares worth $2.72M. The position accounts for 0.49% of the portfolio, ranked #48.

Lantz Financial first reported a position in WEC in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.14M in Q3 2025. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Lantz Financial held 26,950 shares of WEC Energy worth $2.72M as of Q3 2026.
Lantz Financial bought 121 WEC Energy shares in Q3 2026, an estimated $13.2K.
WEC Energy made up 0.49% of Lantz Financial's portfolio in Q3 2026, its #48 holding.
Lantz Financial first reported a position in WEC Energy in Q1 2019 and has held it in 31 quarters since.
Lantz Financial's WEC Energy position peaked at $3.14M in Q3 2025.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.