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Bellwether Advisors’s WEC Energy WEC Stock Holding History

Bellwether 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
Q3 		– Sell
-79
Closed -$8.23K – 573
2025
Q2 		$8.23K Buy
+79
New +$8.41K ﹤0.01% 391
2023
Q1 		– Sell
-511
Closed -$47.9K – 546
2022
Q4 		$47.9K Buy
+511
New +$47.2K 0.01% 193

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

Bellwether Advisors's WEC Position: Q3 2025 in Review

Bellwether Advisors sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 79 shares — an estimated $8.23K sold.

Bellwether Advisors first reported a position in WEC in Q4 2022 and held it in 2 quarters. The position peaked at $47.9K in Q4 2022. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Bellwether Advisors reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 79 WEC Energy shares in Q3 2025, an estimated $8.23K.
  • Bellwether Advisors first reported a position in WEC Energy in Q4 2022 and held it in 2 quarters.
  • Bellwether Advisors's WEC Energy position peaked at $47.9K in Q4 2022.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.