Master's Wealth Management
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Master's Wealth Management’s WEC Energy WEC Stock Holding History

Master's 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 		$519K Buy
5,154
+20
+0.4% +$2.18K 0.15% 40
2026
Q2 		$600K Buy
5,134
+1,091
+27% +$124K 0.18% 35
2026
Q1 		$468K Buy
4,043
+1,232
+44% +$138K 0.16% 40
2025
Q4 		$296K Buy
2,811
+220
+8% +$24.4K 0.11% 49
2025
Q3 		$297K Buy
2,591
+32
+1% +$3.47K 0.13% 32
2025
Q2 		$267K Buy
+2,559
New +$272K 0.12% 35

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Master's Wealth Management increased its WEC Energy (WEC) stake by 0.39% in Q3 2026, buying an estimated $2.18K and bringing the position to 5,154 shares worth $519K. The position accounts for 0.15% of the portfolio, ranked #40.

Master's Wealth Management first reported a position in WEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $600K in Q2 2026. 305 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Master's Wealth Management held 5,154 shares of WEC Energy worth $519K as of Q3 2026.
  • Master's Wealth Management bought 20 WEC Energy shares in Q3 2026, an estimated $2.18K.
  • WEC Energy made up 0.15% of Master's Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Master's Wealth Management first reported a position in WEC Energy in Q2 2025 and has held it in 6 quarters since.
  • Master's Wealth Management's WEC Energy position peaked at $600K in Q2 2026.
  • 305 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.