Root Financial Partners
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Root Financial Partners’s WEC Energy WEC Stock Holding History

Root Financial Partners’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 		$107K Buy
+1,060
New +$115K ﹤0.01% 708
2026
Q2 		– Sell
-882
Closed -$102K – 3155
2026
Q1 		$102K Buy
882
+269
+44% +$30.2K ﹤0.01% 553
2025
Q4 		$64.6K Sell
613
-118
-16% -$13.1K ﹤0.01% 620
2025
Q3 		$83.7K Buy
+731
New +$79.2K 0.01% 500

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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

Root Financial Partners's WEC Position: Q3 2026 in Review

Root Financial Partners opened a new position in WEC Energy (WEC) in Q3 2026: 1,060 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WEC as recently as Q1 2026.

Root Financial Partners first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Root Financial Partners held 1,060 shares of WEC Energy worth $107K as of Q3 2026.
  • WEC Energy was a new Root Financial Partners position in Q3 2026.
  • WEC Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #708 holding.
  • Root Financial Partners first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.