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Beacon Capital Management LLC (Tennessee)’s WEC Energy WEC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-603
Closed -$62.8K – 1016
2025
Q2 		$62.8K Sell
603
-533
-47% -$56.7K 0.01% 298
2025
Q1 		$124K Buy
1,136
+83
+8% +$8.48K 0.02% 170
2024
Q4 		$99K Sell
1,053
-142
-12% -$13.8K 0.01% 197
2024
Q3 		$115K Buy
1,195
+140
+13% +$12.4K 0.02% 179
2024
Q2 		$82.7K Buy
1,055
+326
+45% +$26.5K 0.02% 198
2024
Q1 		$59.9K Sell
729
-5
-0.7% -$402 0.01% 259
2023
Q4 		$59.1K Buy
+734
New +$60.4K 0.02% 197

Other funds holding WEC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s WEC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 603 shares — an estimated $62.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WEC in Q4 2023 and held it in 7 quarters. The position peaked at $124K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 603 WEC Energy shares in Q3 2025, an estimated $62.8K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in WEC Energy in Q4 2023 and held it in 7 quarters.
  • Beacon Capital Management LLC (Tennessee)'s WEC Energy position peaked at $124K in Q1 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.