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Beck Bode LLC’s WEC Energy WEC Stock Holding History

Beck Bode LLC’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
Q1 		– Sell
-171,822
Closed -$16.1M – 134
2024
Q4 		$16.1M Buy
171,822
+14,203
+9% +$1.38M 2.95% 10
2024
Q3 		$15.2M Buy
157,619
+9,348
+6% +$828K 2.85% 14
2024
Q2 		$11.6M Buy
+148,271
New +$12M 2.34% 21
2023
Q2 		– Sell
-106,049
Closed -$10.1M – 164
2023
Q1 		$10.1M Buy
+106,049
New +$9.82M 2.47% 9
2022
Q1 		– Sell
-88,071
Closed -$8.55M – 175
2021
Q4 		$8.55M Buy
88,071
+5,036
+6% +$460K 2.14% 21
2021
Q3 		$7.32M Buy
83,035
+8,503
+11% +$797K 2.04% 24
2021
Q2 		$6.63M Buy
+74,532
New +$7.02M 1.83% 25
2020
Q4 		– Sell
-985
Closed -$95K – 279
2020
Q3 		$95K Buy
+985
New +$91.8K 0.03% 81

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

Beck Bode LLC's WEC Position: Q1 2025 in Review

Beck Bode LLC sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 171,822 shares — an estimated $16.1M sold.

Beck Bode LLC first reported a position in WEC in Q3 2020 and held it in 8 quarters. The position peaked at $16.1M in Q4 2024. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Beck Bode LLC reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Beck Bode LLC sold 171,822 WEC Energy shares in Q1 2025, an estimated $16.1M.
  • Beck Bode LLC first reported a position in WEC Energy in Q3 2020 and held it in 8 quarters.
  • Beck Bode LLC's WEC Energy position peaked at $16.1M in Q4 2024.
  • 1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Beck Bode LLC's 13F filing for Q1 2025, filed 14 May 2025.