McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s WEC Energy WEC Stock Holding History

McGlone Suttner 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 		$1.17M Sell
11,582
-71
-0.6% -$7.73K 0.14% 76
2026
Q2 		$1.36M Buy
11,653
+223
+2% +$25.4K 0.16% 70
2026
Q1 		$1.32M Buy
11,430
+36
+0.3% +$4.04K 0.18% 66
2025
Q4 		$1.2M Buy
11,394
+34
+0.3% +$3.76K 0.16% 66
2025
Q3 		$1.3M Buy
11,360
+35
+0.3% +$3.79K 0.18% 56
2025
Q2 		$1.18M Buy
11,325
+106
+0.9% +$11.3K 0.18% 60
2025
Q1 		$1.22M Buy
11,219
+35
+0.3% +$3.58K 0.2% 55
2024
Q4 		$1.05M Sell
11,184
-63
-0.6% -$6.11K 0.18% 61
2024
Q3 		$1.08M Sell
11,247
-3,703
-25% -$328K 0.22% 59
2024
Q2 		$1.26M Buy
14,950
+2,455
+20% +$199K 0.26% 43
2024
Q1 		$1.03M Sell
12,495
-2,455
-16% -$197K 0.19% 60
2023
Q4 		$1.26M Buy
14,950
+57
+0.4% +$4.69K 0.25% 43
2023
Q3 		$1.2M Buy
14,893
+932
+7% +$81K 0.28% 37
2023
Q2 		$1.23M Buy
13,961
+54
+0.4% +$4.99K 0.28% 38
2023
Q1 		$1.32M Sell
13,907
-1,477
-10% -$137K 0.34% 34
2022
Q4 		$1.44M Buy
+15,384
New +$1.42M 0.46% 28

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

McGlone Suttner Wealth Management's WEC Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its WEC Energy (WEC) stake by 0.61% in Q3 2026, selling an estimated $7.73K and leaving 11,582 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #76.

McGlone Suttner Wealth Management first reported a position in WEC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.44M in Q4 2022. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • McGlone Suttner Wealth Management held 11,582 shares of WEC Energy worth $1.17M as of Q3 2026.
  • McGlone Suttner Wealth Management sold 71 WEC Energy shares in Q3 2026, an estimated $7.73K.
  • WEC Energy made up 0.14% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #76 holding.
  • McGlone Suttner Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's WEC Energy position peaked at $1.44M in Q4 2022.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

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