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Olistico Wealth’s WEC Energy WEC Stock Holding History

Olistico Wealth’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 		$24.7K Hold
245
– – 0.01% 208
2026
Q2 		$28.6K Hold
245
– – 0.01% 193
2026
Q1 		$28.4K Sell
245
-127
-34% -$14.3K 0.01% 193
2025
Q4 		$39.2K Buy
+372
New +$41.2K 0.02% 176
2025
Q3 		– Sell
-372
Closed -$38.8K – 344
2025
Q2 		$38.8K Hold
372
– – 0.02% 183
2025
Q1 		$40.5K Hold
372
– – 0.03% 174
2024
Q4 		$35K Hold
372
– – 0.02% 178
2024
Q3 		$35.8K Hold
372
– – 0.02% 182
2024
Q2 		$29.2K Buy
+372
New +$30.2K 0.02% 191

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Olistico Wealth's WEC Position: Q3 2026 in Review

Olistico Wealth held its WEC Energy (WEC) position steady in Q3 2026 at 245 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #208.

Olistico Wealth first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $40.5K in Q1 2025. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Olistico Wealth held 245 shares of WEC Energy worth $24.7K as of Q3 2026.
  • Olistico Wealth left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #208 holding.
  • Olistico Wealth first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's WEC Energy position peaked at $40.5K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.