Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s WEC Energy WEC Stock Holding History

Patrick M. Sweeney & Associates’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 		$340K Buy
3,372
+1
+0% +$109 0.19% 124
2026
Q2 		$394K Buy
3,371
+331
+11% +$37.8K 0.23% 110
2026
Q1 		$352K Buy
3,040
+46
+2% +$5.17K 0.23% 113
2025
Q4 		$316K Buy
2,994
+170
+6% +$18.8K 0.2% 118
2025
Q3 		$324K Buy
2,824
+121
+4% +$13.1K 0.21% 116
2025
Q2 		$282K Buy
2,703
+66
+3% +$7.02K 0.19% 126
2025
Q1 		$287K Hold
2,637
– – 0.21% 116
2024
Q4 		$248K Buy
2,637
+285
+12% +$27.6K 0.19% 126
2024
Q3 		$226K Buy
+2,352
New +$208K 0.17% 136

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Patrick M. Sweeney & Associates's WEC Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its WEC Energy (WEC) stake by 0.03% in Q3 2026, buying an estimated $109 and bringing the position to 3,372 shares worth $340K. The position accounts for 0.19% of the portfolio, ranked #124.

Patrick M. Sweeney & Associates first reported a position in WEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $394K in Q2 2026. 766 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Patrick M. Sweeney & Associates held 3,372 shares of WEC Energy worth $340K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 1 WEC Energy share in Q3 2026, an estimated $109.
  • WEC Energy made up 0.19% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #124 holding.
  • Patrick M. Sweeney & Associates first reported a position in WEC Energy in Q3 2024 and has held it in 9 quarters since.
  • Patrick M. Sweeney & Associates's WEC Energy position peaked at $394K in Q2 2026.
  • 766 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.