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Valeo Financial Advisors’s WEC Energy WEC Stock Holding History

Valeo Financial 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 		$332K Buy
3,295
+418
+15% +$45.5K 0.01% 598
2026
Q2 		$336K Buy
2,877
+628
+28% +$71.7K 0.01% 584
2026
Q1 		$260K Buy
2,249
+234
+12% +$26.3K 0.01% 607
2025
Q4 		$213K Buy
+2,015
New +$223K ﹤0.01% 736
2024
Q1 		– Sell
-3,302
Closed -$278K – 716
2023
Q4 		$278K Buy
+3,302
New +$272K 0.01% 511
2023
Q3 		– Sell
-2,277
Closed -$201K – 681
2023
Q2 		$201K Buy
+2,277
New +$210K 0.01% 549
2021
Q2 		– Sell
-139
Closed -$13K – 1823
2021
Q1 		$13K Buy
139
+14
+11% +$1.22K ﹤0.01% 1298
2020
Q4 		$12K Hold
125
– – ﹤0.01% 1159
2020
Q3 		$12K Sell
125
-87
-41% -$8.11K ﹤0.01% 1049
2020
Q2 		$19K Buy
212
+136
+179% +$12.3K ﹤0.01% 1089
2020
Q1 		$7K Buy
76
+15
+25% +$1.44K ﹤0.01% 1230
2019
Q4 		$6K Hold
61
– – ﹤0.01% 1252
2019
Q3 		$6K Sell
61
-176
-74% -$15.9K ﹤0.01% 1174
2019
Q2 		$20K Hold
237
– – ﹤0.01% 853
2019
Q1 		$19K Hold
237
– – ﹤0.01% 812
2018
Q4 		$16K Sell
237
-29
-11% -$2.04K ﹤0.01% 777
2018
Q3 		$18K Buy
266
+29
+12% +$1.93K ﹤0.01% 812
2018
Q2 		$16K Buy
237
+25
+12% +$1.55K ﹤0.01% 834
2018
Q1 		$13K Buy
212
+171
+417% +$10.6K ﹤0.01% 866
2017
Q4 		$3K Sell
41
-66
-62% -$4.43K ﹤0.01% 1136
2017
Q3 		$7K Buy
+107
New +$6.83K ﹤0.01% 805

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Valeo Financial Advisors's WEC Position: Q3 2026 in Review

Valeo Financial Advisors increased its WEC Energy (WEC) stake by 15% in Q3 2026, buying an estimated $45.5K and bringing the position to 3,295 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #598.

Valeo Financial Advisors first reported a position in WEC in Q3 2017 and has held it in 21 quarters since. The position peaked at $336K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Valeo Financial Advisors held 3,295 shares of WEC Energy worth $332K as of Q3 2026.
  • Valeo Financial Advisors bought 418 WEC Energy shares in Q3 2026, an estimated $45.5K.
  • WEC Energy made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #598 holding.
  • Valeo Financial Advisors first reported a position in WEC Energy in Q3 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's WEC Energy position peaked at $336K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.