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Retirement Wealth Solutions’s WEC Energy WEC Stock Holding History

Retirement Wealth Solutions’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 		$3.68K Sell
37
-1
-3% -$109 ﹤0.01% 456
2026
Q2 		$4.46K Sell
38
-2
-5% -$228 ﹤0.01% 364
2026
Q1 		$4.61K Hold
40
– – ﹤0.01% 334
2025
Q4 		$4.17K Sell
40
-4
-9% -$443 ﹤0.01% 337
2025
Q3 		$5.06K Hold
44
– – ﹤0.01% 304
2025
Q2 		$4.57K Buy
44
+1
+2% +$106 ﹤0.01% 312
2025
Q1 		$4.74K Hold
43
– – ﹤0.01% 289
2024
Q4 		$4.03K Buy
+43
New +$4.17K ﹤0.01% 314

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Retirement Wealth Solutions's WEC Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its WEC Energy (WEC) stake by 2.6% in Q3 2026, selling an estimated $109 and leaving 37 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Retirement Wealth Solutions first reported a position in WEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.06K in Q3 2025. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Retirement Wealth Solutions held 37 shares of WEC Energy worth $3.68K as of Q3 2026.
  • Retirement Wealth Solutions sold 1 WEC Energy share in Q3 2026, an estimated $109.
  • WEC Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #456 holding.
  • Retirement Wealth Solutions first reported a position in WEC Energy in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's WEC Energy position peaked at $5.06K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.