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Brass Tax Wealth Management’s WEC Energy WEC Stock Holding History

Brass Tax Wealth Management’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 		$588K Sell
5,133
-19
-0.4% -$2.06K 0.1% 110
2025
Q2 		$537K Buy
5,152
+40
+0.8% +$4.26K 0.1% 108
2025
Q1 		$557K Buy
5,112
+40
+0.8% +$4.08K 0.12% 92
2024
Q4 		$477K Buy
5,072
+40
+0.8% +$3.88K 0.1% 102
2024
Q3 		$484K Buy
5,032
+948
+23% +$84K 0.1% 93
2024
Q2 		$320K Hold
4,084
– – 0.14% 85
2024
Q1 		$335K Buy
+4,084
New +$328K 0.17% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brass Tax Wealth Management's WEC Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its WEC Energy (WEC) stake by 0.37% in Q3 2025, selling an estimated $2.06K and leaving 5,133 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #110.

Brass Tax Wealth Management first reported a position in WEC in Q1 2024 and has held it in 7 quarters since. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Brass Tax Wealth Management held 5,133 shares of WEC Energy worth $588K as of Q3 2025.
  • Brass Tax Wealth Management sold 19 WEC Energy shares in Q3 2025, an estimated $2.06K.
  • WEC Energy made up 0.1% of Brass Tax Wealth Management's portfolio in Q3 2025, its #110 holding.
  • Brass Tax Wealth Management first reported a position in WEC Energy in Q1 2024 and has held it in 7 quarters since.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.