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Blue Barn Wealth’s WEC Energy WEC Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-4,332
Closed -$496K – 168
2025
Q3 		$496K Buy
4,332
+2
+0% +$217 0.22% 69
2025
Q2 		$451K Buy
4,330
+135
+3% +$14.4K 0.21% 72
2025
Q1 		$457K Sell
4,195
-9
-0.2% -$919 0.24% 65
2024
Q4 		$395K Buy
4,204
+30
+0.7% +$2.91K 0.21% 77
2024
Q3 		$401K Sell
4,174
-171
-4% -$15.2K 0.21% 77
2024
Q2 		$341K Buy
4,345
+303
+7% +$24.6K 0.19% 81
2024
Q1 		$332K Buy
4,042
+701
+21% +$56.4K 0.19% 80
2023
Q4 		$281K Buy
3,341
+193
+6% +$15.9K 0.17% 87
2023
Q3 		$254K Sell
3,148
-2
-0.1% -$174 0.17% 99
2023
Q2 		$278K Sell
3,150
-101
-3% -$9.33K 0.18% 90
2023
Q1 		$308K Sell
3,251
-28
-0.9% -$2.59K 0.19% 89
2022
Q4 		$307K Buy
3,279
+87
+3% +$8.04K 0.2% 77
2022
Q3 		$285K Buy
3,192
+55
+2% +$5.62K 0.2% 76
2022
Q2 		$316K Buy
+3,137
New +$318K 0.24% 69

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Barn Wealth's WEC Position: Q4 2025 in Review

Blue Barn Wealth sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 4,332 shares — an estimated $496K sold.

Blue Barn Wealth first reported a position in WEC in Q2 2022 and held it in 14 quarters. The position peaked at $496K in Q3 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Blue Barn Wealth reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 4,332 WEC Energy shares in Q4 2025, an estimated $496K.
  • Blue Barn Wealth first reported a position in WEC Energy in Q2 2022 and held it in 14 quarters.
  • Blue Barn Wealth's WEC Energy position peaked at $496K in Q3 2025.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.