Premier Path Wealth Partners’s WEC Energy WEC Stock Holding History

Premier Path 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	$214K	Sell	2,122 -294	-12%	-$32K	0.03%	369
2026 Q2	$282K	Sell	2,416 -165	-6%	-$18.8K	0.03%	368
2026 Q1	$299K	Sell	2,581 -97	-4%	-$10.9K	0.04%	347
2025 Q4	$282K	Sell	2,678 -815	-23%	-$90.2K	0.04%	335
2025 Q3	$400K	Buy	3,493 +24	+0.7%	+$2.6K	0.05%	291
2025 Q2	$361K	Buy	3,469 +134	+4%	+$14.3K	0.05%	293
2025 Q1	$363K	Buy	3,335 +98	+3%	+$10K	0.06%	273
2024 Q4	$304K	Buy	3,237 +386	+14%	+$37.4K	0.05%	303
2024 Q3	$274K	Buy	2,851 +26	+0.9%	+$2.3K	0.04%	315
2024 Q2	$222K	Buy	+2,825	New	+$229K	0.04%	343

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Premier Path Wealth Partners's WEC Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its WEC Energy (WEC) stake by 12% in Q3 2026, selling an estimated $32K and leaving 2,122 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #369.

Premier Path Wealth Partners first reported a position in WEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $400K in Q3 2025. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Premier Path Wealth Partners held 2,122 shares of WEC Energy worth $214K as of Q3 2026.
Premier Path Wealth Partners sold 294 WEC Energy shares in Q3 2026, an estimated $32K.
WEC Energy made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #369 holding.
Premier Path Wealth Partners first reported a position in WEC Energy in Q2 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's WEC Energy position peaked at $400K in Q3 2025.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.