Lodestone Wealth Management’s WEC Energy WEC Stock Holding History

Lodestone Wealth Management’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	$281K	Hold	2,787	–	–	0.09%	159
2026 Q2	$325K	Hold	2,787	–	–	0.11%	146
2026 Q1	$323K	Hold	2,787	–	–	0.13%	141
2025 Q4	$294K	Hold	2,787	–	–	0.12%	144
2025 Q3	$319K	Buy	2,787 +27	+1%	+$2.93K	0.14%	136
2025 Q2	$288K	Sell	2,760 -128	-4%	-$13.6K	0.14%	136
2025 Q1	$315K	Hold	2,888	–	–	0.17%	118
2024 Q4	$272K	Hold	2,888	–	–	0.14%	125
2024 Q3	$278K	Hold	2,888	–	–	0.14%	118
2024 Q2	$227K	Hold	2,888	–	–	0.12%	141
2024 Q1	$237K	Hold	2,888	–	–	0.12%	140
2023 Q4	$243K	Hold	2,888	–	–	0.14%	131
2023 Q3	$233K	Hold	2,888	–	–	0.16%	119
2023 Q2	$255K	Hold	2,888	–	–	0.17%	118
2023 Q1	$274K	Sell	2,888 -169	-6%	-$15.6K	0.21%	111
2022 Q4	$287K	Buy	+3,057	New	+$283K	0.23%	100

Other funds holding WEC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Lodestone Wealth Management's WEC Position: Q3 2026 in Review

Lodestone Wealth Management held its WEC Energy (WEC) position steady in Q3 2026 at 2,787 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #159.

Lodestone Wealth Management first reported a position in WEC in Q4 2022 and has held it in 16 quarters since. The position peaked at $325K in Q2 2026. 878 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Lodestone Wealth Management held 2,787 shares of WEC Energy worth $281K as of Q3 2026.
Lodestone Wealth Management left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.09% of Lodestone Wealth Management's portfolio in Q3 2026, its #159 holding.
Lodestone Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 16 quarters since.
Lodestone Wealth Management's WEC Energy position peaked at $325K in Q2 2026.
878 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.