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Aurora Investment Counsel’s WEC Energy WEC Stock Holding History

Aurora Investment Counsel’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
Q2 		– Sell
-5,749
Closed -$627K – 125
2025
Q1 		$627K Sell
5,749
-67
-1% -$6.84K 0.35% 95
2024
Q4 		$547K Sell
5,816
-60
-1% -$5.82K 0.3% 99
2024
Q3 		$565K Sell
5,876
-11,455
-66% -$1.02M 0.31% 104
2024
Q2 		$1.36M Sell
17,331
-68
-0.4% -$5.52K 0.8% 70
2024
Q1 		$1.43M Sell
17,399
-111
-0.6% -$8.93K 0.82% 71
2023
Q4 		$1.42M Buy
+17,510
New +$1.44M 0.92% 57

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aurora Investment Counsel's WEC Position: Q2 2025 in Review

Aurora Investment Counsel sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 5,749 shares — an estimated $627K sold.

Aurora Investment Counsel first reported a position in WEC in Q4 2023 and held it in 6 quarters. The position peaked at $1.43M in Q1 2024. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Aurora Investment Counsel reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Aurora Investment Counsel sold 5,749 WEC Energy shares in Q2 2025, an estimated $627K.
  • Aurora Investment Counsel first reported a position in WEC Energy in Q4 2023 and held it in 6 quarters.
  • Aurora Investment Counsel's WEC Energy position peaked at $1.43M in Q1 2024.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Aurora Investment Counsel's 13F filing for Q2 2025, filed 30 Jul 2025.