Turtle Creek Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
VCM
VPM
Turtle Creek Wealth Advisors's WEC Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its WEC Energy (WEC) stake by 34% in Q1 2026, buying an estimated $76.1K and bringing the position to 2,674 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #310.
Turtle Creek Wealth Advisors first reported a position in WEC in Q4 2023 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Turtle Creek Wealth Advisors held 2,674 shares of WEC Energy worth $310K as of Q1 2026.
- Turtle Creek Wealth Advisors bought 677 WEC Energy shares in Q1 2026, an estimated $76.1K.
- WEC Energy made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #310 holding.
- Turtle Creek Wealth Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 4 quarters since.
- Turtle Creek Wealth Advisors's WEC Energy position peaked at $416K in Q3 2025.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.