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Briaud Financial Planning’s WEC Energy WEC Stock Holding History

Briaud Financial Planning’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
-184
Closed -$19K – 341
2025
Q2 		$19K Buy
184
+70
+61% +$7.45K 0.01% 182
2025
Q1 		$12K Hold
114
– – ﹤0.01% 142
2024
Q4 		$10K Hold
114
– – ﹤0.01% 139
2024
Q3 		$10K Hold
114
– – 0.01% 107
2024
Q2 		$8K Hold
114
– – ﹤0.01% 108
2024
Q1 		$10K Buy
+114
New +$9.17K 0.01% 101
2023
Q4 		– Sell
-114
Closed -$9K – 166
2023
Q3 		$9K Buy
+114
New +$9.9K 0.01% 108

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 $3.38T 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

Briaud Financial Planning's WEC Position: Q3 2025 in Review

Briaud Financial Planning sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 184 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in WEC in Q3 2023 and held it in 7 quarters. The position peaked at $19K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Briaud Financial Planning reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 184 WEC Energy shares in Q3 2025, an estimated $19K.
  • Briaud Financial Planning first reported a position in WEC Energy in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's WEC Energy position peaked at $19K in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.