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True Wealth Design’s WEC Energy WEC Stock Holding History

True Wealth Design’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 		$58.4K Buy
579
+163
+39% +$17.7K 0.01% 453
2026
Q2 		$48.6K Buy
416
+79
+23% +$9.01K 0.01% 498
2026
Q1 		$39K Buy
337
+253
+301% +$28.4K 0.01% 476
2025
Q4 		$8.86K Sell
84
-5
-6% -$554 ﹤0.01% 906
2025
Q3 		$10.2K Buy
89
+42
+89% +$4.55K ﹤0.01% 825
2025
Q2 		$4.9K Sell
47
-9
-16% -$958 ﹤0.01% 810
2025
Q1 		$6.1K Buy
56
+46
+460% +$4.7K ﹤0.01% 618
2024
Q4 		$941 Buy
10
+1
+11% +$97 ﹤0.01% 959
2024
Q3 		$866 Buy
9
+1
+13% +$89 ﹤0.01% 1006
2024
Q2 		$628 Buy
8
+1
+14% +$81 ﹤0.01% 618
2024
Q1 		$575 Buy
7
+3
+75% +$241 ﹤0.01% 597
2023
Q4 		$337 Hold
4
– – ﹤0.01% 586
2023
Q3 		$323 Hold
4
– – ﹤0.01% 541
2023
Q2 		$353 Hold
4
– – ﹤0.01% 538
2023
Q1 		$380 Sell
4
-67
-94% -$6.2K ﹤0.01% 591
2022
Q4 		$6.66K Buy
+71
New +$6.56K ﹤0.01% 238

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

True Wealth Design's WEC Position: Q3 2026 in Review

True Wealth Design increased its WEC Energy (WEC) stake by 39% in Q3 2026, buying an estimated $17.7K and bringing the position to 579 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #453.

True Wealth Design first reported a position in WEC in Q4 2022 and has held it in 16 quarters since. 126 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • True Wealth Design held 579 shares of WEC Energy worth $58.4K as of Q3 2026.
  • True Wealth Design bought 163 WEC Energy shares in Q3 2026, an estimated $17.7K.
  • WEC Energy made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #453 holding.
  • True Wealth Design first reported a position in WEC Energy in Q4 2022 and has held it in 16 quarters since.
  • 126 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.