Turtle Creek Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Turtle Creek Wealth Advisors's WEC Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its WEC Energy (WEC) stake by 33% in Q2 2026, buying an estimated $100K and bringing the position to 3,554 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #296.
Turtle Creek Wealth Advisors first reported a position in WEC in Q4 2023 and has held it in 5 quarters since. The position peaked at $416K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Turtle Creek Wealth Advisors held 3,554 shares of WEC Energy worth $416K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 880 WEC Energy shares in Q2 2026, an estimated $100K.
- WEC Energy made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #296 holding.
- Turtle Creek Wealth Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 5 quarters since.
- Turtle Creek Wealth Advisors's WEC Energy position peaked at $416K in Q3 2025.
- 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.