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C.M. Bidwell & Associates’s WEC Energy WEC Stock Holding History

C.M. Bidwell & Associates’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
-53
Closed -$4.98K – 526
2024
Q4 		$4.98K Hold
53
– – ﹤0.01% 331
2024
Q3 		$5.1K Buy
+53
New +$4.7K ﹤0.01% 324

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

C.M. Bidwell & Associates's WEC Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 53 shares — an estimated $4.98K sold.

C.M. Bidwell & Associates first reported a position in WEC in Q3 2024 and held it in 2 quarters. The position peaked at $5.1K in Q3 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 53 WEC Energy shares in Q1 2025, an estimated $4.98K.
  • C.M. Bidwell & Associates first reported a position in WEC Energy in Q3 2024 and held it in 2 quarters.
  • C.M. Bidwell & Associates's WEC Energy position peaked at $5.1K in Q3 2024.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.