Triangle Securities Wealth Management’s WEC Energy WEC Stock Holding History

Triangle Securities Wealth Management’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	$900K	Buy	8,934 +1,195	+15%	+$130K	0.17%	110
2026 Q2	$904K	Buy	7,739 +5	+0.1%	+$570	0.18%	114
2026 Q1	$895K	Sell	7,734 -1	-0%	-$112	0.2%	107
2025 Q4	$816K	Sell	7,735 -46	-0.6%	-$5.09K	0.17%	123
2025 Q3	$892K	Buy	7,781 +4	+0.1%	+$434	0.2%	115
2025 Q2	$810K	Sell	7,777 -45	-0.6%	-$4.79K	0.2%	115
2025 Q1	$852K	Buy	7,822 +459	+6%	+$46.9K	0.22%	115
2024 Q4	$692K	Sell	7,363 -209	-3%	-$20.3K	0.18%	130
2024 Q3	$728K	Sell	7,572 -26	-0.3%	-$2.3K	0.19%	129
2024 Q2	$596K	Buy	7,598 +1,795	+31%	+$146K	0.17%	137
2024 Q1	$477K	Buy	+5,803	New	+$467K	0.14%	147
2013 Q3	–	Sell	-600	Closed	-$25K	–	381
2013 Q2	$25K	Buy	+600	New	+$25.4K	0.02%	349

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

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Triangle Securities Wealth Management's WEC Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its WEC Energy (WEC) stake by 15% in Q3 2026, buying an estimated $130K and bringing the position to 8,934 shares worth $900K. The position accounts for 0.17% of the portfolio, ranked #110.

Triangle Securities Wealth Management first reported a position in WEC in Q2 2013 and has held it in 12 quarters since. The position peaked at $904K in Q2 2026. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Triangle Securities Wealth Management held 8,934 shares of WEC Energy worth $900K as of Q3 2026.
Triangle Securities Wealth Management bought 1,195 WEC Energy shares in Q3 2026, an estimated $130K.
WEC Energy made up 0.17% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #110 holding.
Triangle Securities Wealth Management first reported a position in WEC Energy in Q2 2013 and has held it in 12 quarters since.
Triangle Securities Wealth Management's WEC Energy position peaked at $904K in Q2 2026.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.