James T. Borello RIA’s WEC Energy WEC Stock Holding History

James T. Borello RIA’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	$204K	Sell	2,021 -53	-3%	-$5.77K	0.04%	111
2026 Q2	$242K	Buy	2,074 +17	+0.8%	+$1.94K	0.05%	102
2026 Q1	$238K	Buy	2,057 +21	+1%	+$2.36K	0.06%	97
2025 Q4	$215K	Buy	2,036 +10	+0.5%	+$1.11K	0.06%	95
2025 Q3	$232K	Buy	2,026 +42	+2%	+$4.55K	0.06%	87
2025 Q2	$207K	Hold	1,984	–	–	0.06%	82
2025 Q1	$216K	Buy	1,984 +650	+49%	+$66.4K	0.07%	75
2024 Q4	$125K	Hold	1,334	–	–	0.05%	83
2024 Q3	$128K	Hold	1,334	–	–	0.05%	76
2024 Q2	$105K	Hold	1,334	–	–	0.05%	79
2024 Q1	$110K	Hold	1,334	–	–	0.05%	77
2023 Q4	$112K	Buy	+1,334	New	+$110K	0.09%	54

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's WEC Position: Q3 2026 in Review

James T. Borello RIA reduced its WEC Energy (WEC) stake by 2.6% in Q3 2026, selling an estimated $5.77K and leaving 2,021 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #111.

James T. Borello RIA first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $242K in Q2 2026. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

James T. Borello RIA held 2,021 shares of WEC Energy worth $204K as of Q3 2026.
James T. Borello RIA sold 53 WEC Energy shares in Q3 2026, an estimated $5.77K.
WEC Energy made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #111 holding.
James T. Borello RIA first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's WEC Energy position peaked at $242K in Q2 2026.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.