PFW Advisors’s WEC Energy WEC Stock Holding History

PFW 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	$1.04M	Sell	10,365 -24	-0.2%	-$2.61K	0.31%	59
2026 Q2	$1.21M	Sell	10,389 -467	-4%	-$53.3K	0.35%	54
2026 Q1	$1.26M	Sell	10,856 -14	-0.1%	-$1.57K	0.4%	52
2025 Q4	$1.15M	Sell	10,870 -110	-1%	-$12.2K	0.35%	56
2025 Q3	$1.26M	Buy	10,980 +28	+0.3%	+$3.04K	0.37%	57
2025 Q2	$1.14M	Sell	10,952 -457	-4%	-$48.6K	0.35%	56
2025 Q1	$1.24M	Buy	11,409 +2	+0%	+$204	0.39%	54
2024 Q4	$1.07M	Buy	+11,407	New	+$1.11M	0.33%	59
2024 Q2	$885K	Buy	11,277 +101	+0.9%	+$8.2K	0.28%	67
2024 Q1	$918K	Sell	11,176 -181	-2%	-$14.6K	0.28%	67
2023 Q4	$956K	Sell	11,357 -431	-4%	-$35.5K	0.31%	63
2023 Q3	$950K	Buy	11,788 +798	+7%	+$69.3K	0.34%	58
2023 Q2	$954K	Buy	+10,990	New	+$1.02M	0.32%	59
2019 Q3	$1.09M	Buy	+11,316	New	+$1.02M	0.33%	58

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

PFW Advisors's WEC Position: Q3 2026 in Review

PFW Advisors reduced its WEC Energy (WEC) stake by 0.23% in Q3 2026, selling an estimated $2.61K and leaving 10,365 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #59.

PFW Advisors first reported a position in WEC in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.26M in Q3 2025. 333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

PFW Advisors held 10,365 shares of WEC Energy worth $1.04M as of Q3 2026.
PFW Advisors sold 24 WEC Energy shares in Q3 2026, an estimated $2.61K.
WEC Energy made up 0.31% of PFW Advisors's portfolio in Q3 2026, its #59 holding.
PFW Advisors first reported a position in WEC Energy in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's WEC Energy position peaked at $1.26M in Q3 2025.
333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.