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Paladin Partners’s WEC Energy WEC Stock Holding History

Paladin Partners’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 		$29.3K Hold
291
– – 0.02% 87
2026
Q2 		$34K Hold
291
– – 0.02% 87
2026
Q1 		$33.7K Hold
291
– – 0.02% 83
2025
Q4 		$30.7K Buy
+291
New +$32.2K 0.02% 87

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

Paladin Partners's WEC Position: Q3 2026 in Review

Paladin Partners held its WEC Energy (WEC) position steady in Q3 2026 at 291 shares worth $29.3K. The position accounts for 0.02% of the portfolio, ranked #87.

Paladin Partners first reported a position in WEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $34K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Paladin Partners held 291 shares of WEC Energy worth $29.3K as of Q3 2026.
  • Paladin Partners left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.02% of Paladin Partners's portfolio in Q3 2026, its #87 holding.
  • Paladin Partners first reported a position in WEC Energy in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's WEC Energy position peaked at $34K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.