Merit Financial Group
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Merit Financial Group’s WEC Energy WEC Stock Holding History

Merit Financial Group’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 		$9.9M Buy
97,870
+19,688
+25% +$2.14M 0.06% 290
2026
Q2 		$9.13M Buy
78,182
+2,608
+3% +$298K 0.06% 276
2026
Q1 		$8.75M Buy
75,574
+8,666
+13% +$974K 0.07% 254
2025
Q4 		$7.06M Buy
66,908
+6,264
+10% +$694K 0.06% 264
2025
Q3 		$6.95M Buy
60,644
+3,422
+6% +$371K 0.06% 230
2025
Q2 		$5.96M Buy
57,222
+37,682
+193% +$4.01M 0.07% 229
2025
Q1 		$2.13M Buy
19,540
+3,549
+22% +$362K 0.03% 405
2024
Q4 		$1.5M Buy
15,991
+5,069
+46% +$491K 0.03% 408
2024
Q3 		$1.05M Sell
10,922
-480
-4% -$42.5K 0.02% 411
2024
Q2 		$895K Buy
11,402
+420
+4% +$34.1K 0.02% 446
2024
Q1 		$914K Buy
10,982
+5,974
+119% +$480K 0.02% 427
2023
Q4 		$422K Buy
5,008
+694
+16% +$57.2K 0.01% 532
2023
Q3 		$347K Sell
4,314
-1,083
-20% -$94.1K 0.01% 547
2023
Q2 		$476K Buy
5,397
+1,633
+43% +$151K 0.02% 482
2023
Q1 		$357K Sell
3,764
-89
-2% -$8.24K 0.01% 470
2022
Q4 		$361K Buy
3,853
+1,360
+55% +$126K 0.01% 493
2022
Q3 		$223K Buy
+2,493
New +$255K 0.01% 500

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

Merit Financial Group's WEC Position: Q3 2026 in Review

Merit Financial Group increased its WEC Energy (WEC) stake by 25% in Q3 2026, buying an estimated $2.14M and bringing the position to 97,870 shares worth $9.9M. The position accounts for 0.06% of the portfolio, ranked #290.

Merit Financial Group first reported a position in WEC in Q3 2022 and has held it in 17 quarters since. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Merit Financial Group held 97,870 shares of WEC Energy worth $9.9M as of Q3 2026.
  • Merit Financial Group bought 19,688 WEC Energy shares in Q3 2026, an estimated $2.14M.
  • WEC Energy made up 0.06% of Merit Financial Group's portfolio in Q3 2026, its #290 holding.
  • Merit Financial Group first reported a position in WEC Energy in Q3 2022 and has held it in 17 quarters since.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.