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Wedmont Private Capital’s WEC Energy WEC Stock Holding History

Wedmont Private Capital’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 		$491K Buy
4,742
+831
+21% +$90.5K 0.01% 602
2026
Q2 		$450K Buy
3,911
+591
+18% +$67.4K 0.01% 586
2026
Q1 		$389K Sell
3,320
-140
-4% -$15.7K 0.01% 582
2025
Q4 		$363K Sell
3,460
-269
-7% -$29.8K 0.01% 585
2025
Q3 		$430K Buy
3,729
+520
+16% +$56.4K 0.02% 510
2025
Q2 		$334K Buy
3,209
+757
+31% +$80.5K 0.01% 536
2025
Q1 		$262K Buy
+2,452
New +$250K 0.01% 551
2022
Q4 		– Sell
-2,707
Closed -$242K – 470
2022
Q3 		$242K Buy
+2,707
New +$277K 0.05% 314

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

Wedmont Private Capital's WEC Position: Q3 2026 in Review

Wedmont Private Capital increased its WEC Energy (WEC) stake by 21% in Q3 2026, buying an estimated $90.5K and bringing the position to 4,742 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #602.

Wedmont Private Capital first reported a position in WEC in Q3 2022 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Wedmont Private Capital held 4,742 shares of WEC Energy worth $491K as of Q3 2026.
  • Wedmont Private Capital bought 831 WEC Energy shares in Q3 2026, an estimated $90.5K.
  • WEC Energy made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #602 holding.
  • Wedmont Private Capital first reported a position in WEC Energy in Q3 2022 and has held it in 8 quarters since.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.