PFG Advisors
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PFG Advisors’s WEC Energy WEC Stock Holding History

PFG Advisors’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 		$345K Hold
3,424
– – 0.02% 613
2026
Q2 		$400K Buy
3,424
+19
+0.6% +$2.17K 0.02% 592
2026
Q1 		$394K Buy
+3,405
New +$383K 0.02% 595
2025
Q3 		– Sell
-1,952
Closed -$203K – 841
2025
Q2 		$203K Buy
+1,952
New +$208K 0.01% 608
2024
Q4 		– Sell
-4,137
Closed -$398K – 737
2024
Q3 		$398K Buy
+4,137
New +$367K 0.03% 511

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

PFG Advisors's WEC Position: Q3 2026 in Review

PFG Advisors held its WEC Energy (WEC) position steady in Q3 2026 at 3,424 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #613.

PFG Advisors first reported a position in WEC in Q3 2024 and has held it in 5 quarters since. The position peaked at $400K in Q2 2026. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • PFG Advisors held 3,424 shares of WEC Energy worth $345K as of Q3 2026.
  • PFG Advisors left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #613 holding.
  • PFG Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 5 quarters since.
  • PFG Advisors's WEC Energy position peaked at $400K in Q2 2026.
  • 787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.