VAG
WEC icon

VisionPoint Advisory Group’s WEC Energy WEC Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-1,978
Closed -$231K – 508
2026
Q2 		$231K Sell
1,978
-70
-3% -$7.99K 0.04% 421
2026
Q1 		$237K Sell
2,048
-80
-4% -$8.99K 0.04% 391
2025
Q4 		$224K Sell
2,128
-370
-15% -$41K 0.04% 366
2025
Q3 		$286K Buy
2,498
+253
+11% +$27.4K 0.06% 301
2025
Q2 		$234K Buy
+2,245
New +$239K 0.05% 318
2024
Q3 		– Sell
-205
Closed -$16.1K – 780
2024
Q2 		$16.1K Buy
205
+183
+832% +$14.9K 0.01% 426
2024
Q1 		$1.81K Sell
22
-4
-15% -$322 ﹤0.01% 690
2023
Q4 		$2.19K Sell
26
-10
-28% -$823 ﹤0.01% 614
2023
Q3 		$2.9K Buy
36
+31
+620% +$2.69K ﹤0.01% 556
2023
Q2 		$441 Buy
+5
New +$462 ﹤0.01% 547

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

VisionPoint Advisory Group's WEC Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,978 shares — an estimated $231K sold.

VisionPoint Advisory Group first reported a position in WEC in Q2 2023 and held it in 10 quarters. The position peaked at $286K in Q3 2025. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,978 WEC Energy shares in Q3 2026, an estimated $231K.
  • VisionPoint Advisory Group first reported a position in WEC Energy in Q2 2023 and held it in 10 quarters.
  • VisionPoint Advisory Group's WEC Energy position peaked at $286K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.