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Venture Visionary Partners’s WEC Energy WEC Stock Holding History

Venture Visionary Partners’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 		$1.15M Buy
11,383
+552
+5% +$60.1K 0.03% 328
2026
Q2 		$1.26M Sell
10,831
-56
-0.5% -$6.39K 0.04% 307
2026
Q1 		$1.26M Buy
10,887
+31
+0.3% +$3.48K 0.04% 284
2025
Q4 		$1.14M Sell
10,856
-60
-0.5% -$6.64K 0.04% 298
2025
Q3 		$1.25M Sell
10,916
-15
-0.1% -$1.63K 0.04% 269
2025
Q2 		$1.14M Buy
10,931
+86
+0.8% +$9.15K 0.04% 266
2025
Q1 		$1.18M Sell
10,845
-99
-0.9% -$10.1K 0.05% 262
2024
Q4 		$1.03M Buy
10,944
+26
+0.2% +$2.52K 0.04% 264
2024
Q3 		$1.05M Buy
10,918
+43
+0.4% +$3.81K 0.05% 270
2024
Q2 		$853K Buy
10,875
+2
+0% +$162 0.04% 294
2024
Q1 		$893K Hold
10,873
– – 0.04% 288
2023
Q4 		$915K Buy
10,873
+2,671
+33% +$220K 0.05% 265
2023
Q3 		$661K Sell
8,202
-50
-0.6% -$4.34K 0.04% 291
2023
Q2 		$728K Hold
8,252
– – 0.04% 282
2023
Q1 		$782K Buy
8,252
+59
+0.7% +$5.46K 0.05% 268
2022
Q4 		$768K Sell
8,193
-8
-0.1% -$739 0.06% 251
2022
Q3 		$733K Hold
8,201
– – 0.06% 247
2022
Q2 		$825K Hold
8,201
– – 0.06% 227
2022
Q1 		$818K Buy
8,201
+46
+0.6% +$4.34K 0.05% 245
2021
Q4 		$791K Buy
8,155
+373
+5% +$34.1K 0.05% 255
2021
Q3 		$686K Sell
7,782
-365
-4% -$34.2K 0.05% 268
2021
Q2 		$724K Buy
8,147
+13
+0.2% +$1.22K 0.06% 250
2021
Q1 		$761K Buy
8,134
+31
+0.4% +$2.7K 0.06% 235
2020
Q4 		$745K Buy
8,103
+4,980
+159% +$485K 0.08% 188
2020
Q3 		$302K Hold
3,123
– – 0.07% 149
2020
Q2 		$273K Hold
3,123
– – 0.08% 138
2020
Q1 		$275K Hold
3,123
– – 0.1% 120
2019
Q4 		$288K Buy
+3,123
New +$285K 0.09% 136

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

Venture Visionary Partners's WEC Position: Q3 2026 in Review

Venture Visionary Partners increased its WEC Energy (WEC) stake by 5.1% in Q3 2026, buying an estimated $60.1K and bringing the position to 11,383 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #328.

Venture Visionary Partners first reported a position in WEC in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.26M in Q2 2026. 63 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Venture Visionary Partners held 11,383 shares of WEC Energy worth $1.15M as of Q3 2026.
  • Venture Visionary Partners bought 552 WEC Energy shares in Q3 2026, an estimated $60.1K.
  • WEC Energy made up 0.03% of Venture Visionary Partners's portfolio in Q3 2026, its #328 holding.
  • Venture Visionary Partners first reported a position in WEC Energy in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's WEC Energy position peaked at $1.26M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.