Strategy Asset Managers’s WEC Energy WEC Stock Holding History

Strategy Asset Managers’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	Buy	3,546 +138	+4%	+$15K	0.05%	193
2026 Q2	$398K	Buy	3,408 +6	+0.2%	+$685	0.06%	185
2026 Q1	$394K	Sell	3,402 -22	-0.6%	-$2.47K	0.06%	182
2025 Q4	$361K	Buy	3,424 +34	+1%	+$3.76K	0.06%	183
2025 Q3	$388K	Buy	3,390 +45	+1%	+$4.88K	0.07%	171
2025 Q2	$349K	Sell	3,345 -74	-2%	-$7.87K	0.07%	180
2025 Q1	$373K	Sell	3,419 -327	-9%	-$33.4K	0.08%	182
2024 Q4	$352K	Buy	3,746 +54	+1%	+$5.24K	0.07%	185
2024 Q3	$355K	Buy	3,692 +817	+28%	+$72.4K	0.07%	189
2024 Q2	$254K	Sell	2,875 -285	-9%	-$23.2K	0.06%	212
2024 Q1	$260K	Buy	3,160 +608	+24%	+$48.9K	0.06%	207
2023 Q4	$215K	Sell	2,552 -382	-13%	-$31.5K	0.05%	218
2023 Q3	$236K	Buy	2,934 +59	+2%	+$5.13K	0.06%	198
2023 Q2	$254K	Buy	2,875 +9	+0.3%	+$832	0.06%	212
2023 Q1	$272K	Sell	2,866 -105	-4%	-$9.7K	0.07%	188
2022 Q4	$279K	Buy	2,971 +62	+2%	+$5.73K	0.07%	196
2022 Q3	$260K	Buy	+2,909	New	+$297K	0.07%	201
2022 Q2	–	Sell	-2,798	Closed	-$279K	–	254
2022 Q1	$279K	Buy	+2,798	New	+$264K	0.06%	216
2021 Q4	–	Sell	-2,723	Closed	-$240K	–	262
2021 Q3	$240K	Buy	2,723 +51	+2%	+$4.78K	0.05%	239
2021 Q2	$238K	Buy	2,672 +392	+17%	+$36.9K	0.05%	248
2021 Q1	$213K	Sell	2,280 -6,724	-75%	-$586K	0.05%	239
2020 Q4	$829K	Sell	9,004 -1,447	-14%	-$141K	0.2%	91
2020 Q3	$1.01M	Buy	10,451 +6,088	+140%	+$567K	0.26%	71
2020 Q2	$382K	Buy	4,363 +350	+9%	+$31.6K	0.1%	154
2020 Q1	$354K	Buy	4,013 +483	+14%	+$46.5K	0.11%	139
2019 Q4	$326K	Buy	+3,530	New	+$322K	0.08%	162

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Strategy Asset Managers's WEC Position: Q3 2026 in Review

Strategy Asset Managers increased its WEC Energy (WEC) stake by 4% in Q3 2026, buying an estimated $15K and bringing the position to 3,546 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #193.

Strategy Asset Managers first reported a position in WEC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q3 2020. 244 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Strategy Asset Managers held 3,546 shares of WEC Energy worth $357K as of Q3 2026.
Strategy Asset Managers bought 138 WEC Energy shares in Q3 2026, an estimated $15K.
WEC Energy made up 0.05% of Strategy Asset Managers's portfolio in Q3 2026, its #193 holding.
Strategy Asset Managers first reported a position in WEC Energy in Q4 2019 and has held it in 26 quarters since.
Strategy Asset Managers's WEC Energy position peaked at $1.01M in Q3 2020.
244 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.