Meriwether Wealth & Planning’s WEC Energy WEC Stock Holding History

Meriwether Wealth & Planning’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	$87.9K	Buy	+872	New	+$94.9K	0.04%	192

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

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 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

Meriwether Wealth & Planning's WEC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in WEC Energy (WEC) in Q3 2026: 872 shares worth $87.9K. The stake represents 0.04% of the portfolio and ranks #192 among its holdings.

333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Meriwether Wealth & Planning held 872 shares of WEC Energy worth $87.9K as of Q3 2026.
WEC Energy was a new Meriwether Wealth & Planning position in Q3 2026.
WEC Energy made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #192 holding.
333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.