Richardson Financial Services
WEC icon

Richardson Financial Services’s WEC Energy WEC Stock Holding History

Richardson Financial Services’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 		$162K Sell
1,606
-30
-2% -$3.27K 0.09% 187
2026
Q2 		$191K Sell
1,636
-40
-2% -$4.56K 0.11% 170
2026
Q1 		$194K Sell
1,676
-50
-3% -$5.62K 0.12% 157
2025
Q4 		$182K Sell
1,726
-47
-3% -$5.2K 0.06% 162
2025
Q3 		$203K Sell
1,773
-33
-2% -$3.58K 0.13% 146
2025
Q2 		$189K Sell
1,806
-17
-0.9% -$1.81K 0.13% 152
2025
Q1 		$199K Buy
1,823
+150
+9% +$15.3K 0.15% 141
2024
Q4 		$158K Sell
1,673
-70
-4% -$6.79K 0.11% 161
2024
Q3 		$137K Hold
1,743
– – 0.09% 182
2024
Q2 		$137K Buy
1,743
+206
+13% +$16.7K 0.1% 170
2024
Q1 		$126K Buy
1,537
+360
+31% +$29K 0.09% 180
2023
Q4 		$99.1K Buy
+1,177
New +$96.9K 0.09% 177

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

Richardson Financial Services's WEC Position: Q3 2026 in Review

Richardson Financial Services reduced its WEC Energy (WEC) stake by 1.8% in Q3 2026, selling an estimated $3.27K and leaving 1,606 shares worth $162K. The position accounts for 0.09% of the portfolio, ranked #187.

Richardson Financial Services first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $203K in Q3 2025. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Richardson Financial Services held 1,606 shares of WEC Energy worth $162K as of Q3 2026.
  • Richardson Financial Services sold 30 WEC Energy shares in Q3 2026, an estimated $3.27K.
  • WEC Energy made up 0.09% of Richardson Financial Services's portfolio in Q3 2026, its #187 holding.
  • Richardson Financial Services first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's WEC Energy position peaked at $203K in Q3 2025.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.