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TrueNorth Wealth & Impact, LLC’s WEC Energy WEC Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$677K Buy
+6,725
New +$732K 0.26% 65

Other funds holding WEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's WEC Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in WEC Energy (WEC) in Q3 2026: 6,725 shares worth $677K. The stake represents 0.26% of the portfolio and ranks #65 among its holdings.

1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 6,725 shares of WEC Energy worth $677K as of Q3 2026.
  • WEC Energy was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • WEC Energy made up 0.26% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #65 holding.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.