Quaker Wealth Management’s WEC Energy WEC Stock Holding History

Quaker 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	$303	Sell	3 -3	-50%	-$327	﹤0.01%	806
2026 Q2	$701	Hold	6	–	–	﹤0.01%	661
2026 Q1	$695	Buy	6 +2	+50%	+$225	﹤0.01%	623
2025 Q4	$422	Buy	4 +1	+33%	+$111	﹤0.01%	729
2025 Q3	$344	Hold	3	–	–	﹤0.01%	685
2025 Q2	$313	Buy	+3	New	+$319	﹤0.01%	716

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

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

Quaker Wealth Management reduced its WEC Energy (WEC) stake by 50% in Q3 2026, selling an estimated $327 and leaving 3 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Quaker Wealth Management first reported a position in WEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $701 in Q2 2026. 333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Quaker Wealth Management held 3 shares of WEC Energy worth $303 as of Q3 2026.
Quaker Wealth Management sold 3 WEC Energy shares in Q3 2026, an estimated $327.
WEC Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #806 holding.
Quaker Wealth Management first reported a position in WEC Energy in Q2 2025 and has held it in 6 quarters since.
Quaker Wealth Management's WEC Energy position peaked at $701 in Q2 2026.
333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.