Precedent Wealth Partners’s WEC Energy WEC Stock Holding History

Precedent Wealth Partners’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	$1.83M	Buy	18,161 +3,824	+27%	+$416K	0.28%	98
2026 Q2	$1.67M	Buy	14,337 +1,374	+11%	+$157K	0.28%	102
2026 Q1	$1.5M	Buy	12,963 +1,349	+12%	+$152K	0.3%	96
2025 Q4	$1.22M	Buy	11,614 +1,686	+17%	+$187K	0.26%	105
2025 Q3	$1.14M	Buy	9,928 +975	+11%	+$106K	0.25%	102
2025 Q2	$933K	Buy	8,953 +2,132	+31%	+$227K	0.23%	107
2025 Q1	$743K	Buy	+6,821	New	+$697K	0.21%	110

Other funds holding WEC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Precedent Wealth Partners's WEC Position: Q3 2026 in Review

Precedent Wealth Partners increased its WEC Energy (WEC) stake by 27% in Q3 2026, buying an estimated $416K and bringing the position to 18,161 shares worth $1.83M. The position accounts for 0.28% of the portfolio, ranked #98.

Precedent Wealth Partners first reported a position in WEC in Q1 2025 and has held it in 7 quarters since. 979 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Precedent Wealth Partners held 18,161 shares of WEC Energy worth $1.83M as of Q3 2026.
Precedent Wealth Partners bought 3,824 WEC Energy shares in Q3 2026, an estimated $416K.
WEC Energy made up 0.28% of Precedent Wealth Partners's portfolio in Q3 2026, its #98 holding.
Precedent Wealth Partners first reported a position in WEC Energy in Q1 2025 and has held it in 7 quarters since.
979 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.