Triumph Capital Management
WEC icon

Triumph Capital Management’s WEC Energy WEC Stock Holding History

Triumph Capital 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 		$15.9K Hold
158
– – ﹤0.01% 1048
2026
Q2 		$18.4K Hold
158
– – ﹤0.01% 962
2026
Q1 		$18.3K Hold
158
– – ﹤0.01% 922
2025
Q4 		$16.7K Buy
+158
New +$17.5K ﹤0.01% 922

Other funds holding WEC

Geode Capital Management
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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Triumph Capital Management's WEC Position: Q3 2026 in Review

Triumph Capital Management held its WEC Energy (WEC) position steady in Q3 2026 at 158 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Triumph Capital Management first reported a position in WEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.4K in Q2 2026. 794 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Triumph Capital Management held 158 shares of WEC Energy worth $15.9K as of Q3 2026.
  • Triumph Capital Management left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1048 holding.
  • Triumph Capital Management first reported a position in WEC Energy in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's WEC Energy position peaked at $18.4K in Q2 2026.
  • 794 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.