Proathlete Wealth Management
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Proathlete Wealth Management’s WEC Energy WEC Stock Holding History

Proathlete Wealth Management’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 		$17.4K Buy
173
+158
+1,053% +$17.2K ﹤0.01% 256
2026
Q2 		$1.77K Hold
15
– – ﹤0.01% 230
2026
Q1 		$1.74K Hold
15
– – ﹤0.01% 224
2025
Q4 		$1.58K Buy
+15
New +$1.66K ﹤0.01% 248

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
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
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Proathlete Wealth Management's WEC Position: Q3 2026 in Review

Proathlete Wealth Management increased its WEC Energy (WEC) stake by 1,053% in Q3 2026, buying an estimated $17.2K and bringing the position to 173 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Proathlete Wealth Management first reported a position in WEC in Q4 2025 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Proathlete Wealth Management held 173 shares of WEC Energy worth $17.4K as of Q3 2026.
  • Proathlete Wealth Management bought 158 WEC Energy shares in Q3 2026, an estimated $17.2K.
  • WEC Energy made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q3 2026, its #256 holding.
  • Proathlete Wealth Management first reported a position in WEC Energy in Q4 2025 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.