Partnership Wealth Management’s WEC Energy WEC Stock Holding History

Partnership 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	$494K	Hold	4,900	–	–	0.35%	44
2026 Q2	$572K	Hold	4,900	–	–	0.39%	40
2026 Q1	$567K	Hold	4,900	–	–	0.43%	41
2025 Q4	$517K	Hold	4,900	–	–	0.37%	45
2025 Q3	$561K	Hold	4,900	–	–	0.43%	41
2025 Q2	$511K	Hold	4,900	–	–	0.41%	46
2025 Q1	$534K	Hold	4,900	–	–	0.45%	45
2024 Q4	$461K	Hold	4,900	–	–	0.38%	49
2024 Q3	$471K	Hold	4,900	–	–	0.33%	48
2024 Q2	$384K	Hold	4,900	–	–	0.28%	64
2024 Q1	$402K	Hold	4,900	–	–	0.28%	77
2023 Q4	$396K	Buy	+4,900	New	+$404K	0.3%	70

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

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

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

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

Partnership Wealth Management's WEC Position: Q3 2026 in Review

Partnership Wealth Management held its WEC Energy (WEC) position steady in Q3 2026 at 4,900 shares worth $494K. The position accounts for 0.35% of the portfolio, ranked #44.

Partnership Wealth Management first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $572K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Partnership Wealth Management held 4,900 shares of WEC Energy worth $494K as of Q3 2026.
Partnership Wealth Management left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.35% of Partnership Wealth Management's portfolio in Q3 2026, its #44 holding.
Partnership Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's WEC Energy position peaked at $572K in Q2 2026.
62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

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