Brown, Lisle/Cummings’s WEC Energy WEC Stock Holding History

Brown, Lisle/Cummings’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	-13	Closed	-$1.22K	–	799
2024 Q4	$1.22K	Buy	+13	New	+$1.26K	﹤0.01%	617

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Brown, Lisle/Cummings's WEC Position: Q1 2025 in Review

Brown, Lisle/Cummings sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 13 shares — an estimated $1.22K sold.

Brown, Lisle/Cummings first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $1.22K in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

Brown, Lisle/Cummings reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
Brown, Lisle/Cummings sold 13 WEC Energy shares in Q1 2025, an estimated $1.22K.
Brown, Lisle/Cummings first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
Brown, Lisle/Cummings's WEC Energy position peaked at $1.22K in Q4 2024.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2025, filed 22 Apr 2025.