Trifecta Capital Advisors’s WEC Energy WEC Stock Holding History

Trifecta Capital Advisors’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	–	Sell	-1	Closed	-$117	–	489
2026 Q2	$117	Buy	+1	New	+$114	﹤0.01%	484
2025 Q4	–	Sell	-34	Closed	-$3.9K	–	443
2025 Q3	$3.9K	Hold	34	–	–	﹤0.01%	281
2025 Q2	$3.54K	Hold	34	–	–	﹤0.01%	289
2025 Q1	$3.71K	Hold	34	–	–	﹤0.01%	254
2024 Q4	$3.2K	Hold	34	–	–	﹤0.01%	258
2024 Q3	$3.27K	Hold	34	–	–	﹤0.01%	266
2024 Q2	$2.67K	Hold	34	–	–	﹤0.01%	279
2024 Q1	$2.79K	Hold	34	–	–	﹤0.01%	270
2023 Q4	$2.86K	Hold	34	–	–	﹤0.01%	291
2023 Q3	$2.74K	Hold	34	–	–	﹤0.01%	274
2023 Q2	$3K	Hold	34	–	–	﹤0.01%	259
2023 Q1	$3.22K	Hold	34	–	–	﹤0.01%	257
2022 Q4	$3.19K	Buy	+34	New	+$3.14K	﹤0.01%	253

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Trifecta Capital Advisors's WEC Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1 share — an estimated $117 sold.

Trifecta Capital Advisors first reported a position in WEC in Q4 2022 and held it in 13 quarters. The position peaked at $3.9K in Q3 2025. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Trifecta Capital Advisors reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 1 WEC Energy share in Q3 2026, an estimated $117.
Trifecta Capital Advisors first reported a position in WEC Energy in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's WEC Energy position peaked at $3.9K in Q3 2025.
729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.