Bard Financial Services’s WEC Energy WEC Stock Holding History

Bard Financial Services’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 Q3	$465K	Hold	4,060	–	–	0.05%	153
2025 Q2	$423K	Hold	4,060	–	–	0.05%	154
2025 Q1	$442K	Hold	4,060	–	–	0.05%	155
2024 Q4	$382K	Hold	4,060	–	–	0.05%	160
2024 Q3	$390K	Hold	4,060	–	–	0.05%	167
2024 Q2	$319K	Hold	4,060	–	–	0.03%	179
2024 Q1	$333K	Hold	4,060	–	–	0.04%	181
2023 Q4	$342K	Hold	4,060	–	–	0.04%	179
2023 Q3	$327K	Hold	4,060	–	–	0.04%	171
2023 Q2	$358K	Hold	4,060	–	–	0.03%	241
2023 Q1	$385K	Hold	4,060	–	–	0.03%	234
2022 Q4	$381K	Hold	4,060	–	–	0.03%	225
2022 Q3	$363K	Hold	4,060	–	–	0.03%	218
2022 Q2	$409K	Hold	4,060	–	–	0.04%	210
2022 Q1	$405K	Hold	4,060	–	–	0.03%	216
2021 Q4	$394K	Hold	4,060	–	–	0.03%	207
2021 Q3	$358K	Hold	4,060	–	–	0.03%	207
2021 Q2	$361K	Hold	4,060	–	–	0.03%	210
2021 Q1	$380K	Hold	4,060	–	–	0.04%	198
2020 Q4	$374K	Buy	+4,060	New	+$395K	0.04%	191

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bard Financial Services's WEC Position: Q3 2025 in Review

Bard Financial Services held its WEC Energy (WEC) position steady in Q3 2025 at 4,060 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #153.

Bard Financial Services first reported a position in WEC in Q4 2020 and has held it in 20 quarters since. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Bard Financial Services held 4,060 shares of WEC Energy worth $465K as of Q3 2025.
Bard Financial Services left its WEC Energy share count unchanged in Q3 2025.
WEC Energy made up 0.05% of Bard Financial Services's portfolio in Q3 2025, its #153 holding.
Bard Financial Services first reported a position in WEC Energy in Q4 2020 and has held it in 20 quarters since.
1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.