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Arete Wealth Advisors’s WEC Energy WEC Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-3,735
Closed -$428K – 765
2025
Q3 		$428K Sell
3,735
-143
-4% -$15.5K 0.03% 494
2025
Q2 		$404K Sell
3,878
-320
-8% -$34K 0.03% 481
2025
Q1 		$457K Sell
4,198
-63
-1% -$6.43K 0.03% 416
2024
Q4 		$399K Buy
4,261
+682
+19% +$66.1K 0.03% 474
2024
Q3 		$343K Sell
3,579
-648
-15% -$57.4K 0.03% 479
2024
Q2 		$331K Buy
+4,227
New +$343K 0.03% 514
2024
Q1 		– Sell
-4,053
Closed -$341K – 745
2023
Q4 		$341K Buy
4,053
+70
+2% +$5.76K 0.03% 513
2023
Q3 		$321K Buy
+3,983
New +$346K 0.06% 331
2023
Q1 		– Sell
-4,629
Closed -$434K – 721
2022
Q4 		$434K Sell
4,629
-1,844
-28% -$170K 0.04% 354
2022
Q3 		$579K Buy
6,473
+1,465
+29% +$150K 0.06% 272
2022
Q2 		$504K Buy
+5,008
New +$508K 0.05% 245
2019
Q4 		– Sell
-2,506
Closed -$238K – 433
2019
Q3 		$238K Buy
+2,506
New +$226K 0.05% 338

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arete Wealth Advisors's WEC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 3,735 shares — an estimated $428K sold.

Arete Wealth Advisors first reported a position in WEC in Q3 2019 and held it in 12 quarters. The position peaked at $579K in Q3 2022. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,735 WEC Energy shares in Q4 2025, an estimated $428K.
  • Arete Wealth Advisors first reported a position in WEC Energy in Q3 2019 and held it in 12 quarters.
  • Arete Wealth Advisors's WEC Energy position peaked at $579K in Q3 2022.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.