Portside Wealth Group
WEC icon

Portside Wealth Group’s WEC Energy WEC Stock Holding History

Portside Wealth Group’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 		$837K Sell
8,309
-190
-2% -$20.7K 0.09% 216
2026
Q2 		$992K Sell
8,499
-524
-6% -$59.8K 0.12% 194
2026
Q1 		$1.04M Sell
9,023
-850
-9% -$95.5K 0.14% 162
2025
Q4 		$1.04M Sell
9,873
-1,481
-13% -$164K 0.14% 163
2025
Q3 		$1.3M Buy
11,354
+217
+2% +$23.5K 0.18% 125
2025
Q2 		$1.16M Sell
11,137
-168
-1% -$17.9K 0.17% 131
2025
Q1 		$1.23M Buy
11,305
+514
+5% +$52.5K 0.2% 112
2024
Q4 		$1.01M Buy
10,791
+656
+6% +$63.6K 0.17% 130
2024
Q3 		$975K Sell
10,135
-169
-2% -$15K 0.17% 139
2024
Q2 		$808K Sell
10,304
-79
-0.8% -$6.42K 0.15% 148
2024
Q1 		$853K Buy
10,383
+2,255
+28% +$181K 0.16% 149
2023
Q4 		$684K Sell
8,128
-2,246
-22% -$185K 0.13% 173
2023
Q3 		$837K Buy
10,374
+127
+1% +$11K 0.16% 137
2023
Q2 		$904K Buy
+10,247
New +$947K 0.17% 134

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Portside Wealth Group's WEC Position: Q3 2026 in Review

Portside Wealth Group reduced its WEC Energy (WEC) stake by 2.2% in Q3 2026, selling an estimated $20.7K and leaving 8,309 shares worth $837K. The position accounts for 0.09% of the portfolio, ranked #216.

Portside Wealth Group first reported a position in WEC in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q3 2025. 304 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Portside Wealth Group held 8,309 shares of WEC Energy worth $837K as of Q3 2026.
  • Portside Wealth Group sold 190 WEC Energy shares in Q3 2026, an estimated $20.7K.
  • WEC Energy made up 0.09% of Portside Wealth Group's portfolio in Q3 2026, its #216 holding.
  • Portside Wealth Group first reported a position in WEC Energy in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's WEC Energy position peaked at $1.3M in Q3 2025.
  • 304 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.