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WoodTrust Financial’s WEC Energy WEC Stock Holding History

WoodTrust Financial’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 		$236K Hold
2,343
– – 0.03% 168
2026
Q2 		$274K Sell
2,343
-1,978
-46% -$226K 0.03% 157
2026
Q1 		$500K Hold
4,321
– – 0.06% 114
2025
Q4 		$456K Hold
4,321
– – 0.05% 128
2025
Q3 		$495K Sell
4,321
-968
-18% -$105K 0.06% 122
2025
Q2 		$551K Hold
5,289
– – 0.07% 103
2025
Q1 		$576K Sell
5,289
-100
-2% -$10.2K 0.08% 108
2024
Q4 		$507K Buy
5,389
+1,714
+47% +$166K 0.07% 117
2024
Q3 		$353K Hold
3,675
– – 0.05% 131
2024
Q2 		$288K Hold
3,675
– – 0.04% 144
2024
Q1 		$302K Buy
+3,675
New +$296K 0.05% 138
2022
Q2 		– Sell
-2,450
Closed -$245K – 162
2022
Q1 		$245K Buy
+2,450
New +$231K 0.05% 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

WoodTrust Financial's WEC Position: Q3 2026 in Review

WoodTrust Financial held its WEC Energy (WEC) position steady in Q3 2026 at 2,343 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #168.

WoodTrust Financial first reported a position in WEC in Q1 2022 and has held it in 12 quarters since. The position peaked at $576K in Q1 2025. 63 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • WoodTrust Financial held 2,343 shares of WEC Energy worth $236K as of Q3 2026.
  • WoodTrust Financial left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #168 holding.
  • WoodTrust Financial first reported a position in WEC Energy in Q1 2022 and has held it in 12 quarters since.
  • WoodTrust Financial's WEC Energy position peaked at $576K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.