RDA Financial Network
WEC icon

RDA Financial Network’s WEC Energy WEC Stock Holding History

RDA Financial Network’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 		$357K Sell
3,539
-1
-0% -$109 0.08% 182
2026
Q2 		$413K Buy
3,540
+1,414
+67% +$161K 0.09% 187
2026
Q1 		$246K Sell
2,126
-76
-3% -$8.54K 0.06% 234
2025
Q4 		$232K Buy
2,202
+175
+9% +$19.4K 0.06% 239
2025
Q3 		$232K Sell
2,027
-262
-11% -$28.4K 0.06% 239
2025
Q2 		$238K Sell
2,289
-71
-3% -$7.56K 0.06% 228
2025
Q1 		$257K Buy
2,360
+56
+2% +$5.72K 0.08% 211
2024
Q4 		$217K Buy
2,304
+22
+1% +$2.13K 0.06% 227
2024
Q3 		$219K Buy
+2,282
New +$202K 0.07% 218

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
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 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

RDA Financial Network's WEC Position: Q3 2026 in Review

RDA Financial Network reduced its WEC Energy (WEC) stake by 0.03% in Q3 2026, selling an estimated $109 and leaving 3,539 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #182.

RDA Financial Network first reported a position in WEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $413K in Q2 2026. 333 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • RDA Financial Network held 3,539 shares of WEC Energy worth $357K as of Q3 2026.
  • RDA Financial Network sold 1 WEC Energy share in Q3 2026, an estimated $109.
  • WEC Energy made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #182 holding.
  • RDA Financial Network first reported a position in WEC Energy in Q3 2024 and has held it in 9 quarters since.
  • RDA Financial Network's WEC Energy position peaked at $413K in Q2 2026.
  • 333 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.