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Carolinas Wealth Consulting’s WEC Energy WEC Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-61
Closed -$6.65K – 963
2025
Q1 		$6.65K Sell
61
-2
-3% -$204 ﹤0.01% 571
2024
Q4 		$5.92K Buy
63
+4
+7% +$388 ﹤0.01% 613
2024
Q3 		$5.67K Buy
59
+5
+9% +$443 ﹤0.01% 644
2024
Q2 		$4.24K Buy
54
+12
+29% +$975 ﹤0.01% 673
2024
Q1 		$3.45K Sell
42
-15,692
-100% -$1.26M ﹤0.01% 701
2023
Q4 		$17.9K Sell
15,734
-720
-4% -$59.3K ﹤0.01% 461
2023
Q3 		$76.4K Sell
16,454
-31
-0.2% -$2.69K 0.02% 251
2023
Q2 		$84.3K Hold
16,485
– – 0.02% 285
2023
Q1 		$89.4K Buy
16,485
+22
+0.1% +$2.04K 0.02% 277
2022
Q4 		$86.5K Hold
16,463
– – 0.02% 279
2022
Q3 		$83K Hold
16,463
– – 0.02% 268
2022
Q2 		$92K Buy
16,463
+15,708
+2,081% +$1.59M 0.02% 261
2022
Q1 		$75K Sell
755
-151
-17% -$14.3K 0.02% 292
2021
Q4 		$88K Hold
906
– – 0.02% 275
2021
Q3 		$80K Hold
906
– – 0.02% 270
2021
Q2 		$81K Hold
906
– – 0.02% 294
2021
Q1 		$85K Buy
906
+160
+21% +$13.9K 0.02% 277
2020
Q4 		$69K Hold
746
– – 0.02% 285
2020
Q3 		$72K Buy
746
+16
+2% +$1.49K 0.02% 229
2020
Q2 		$64K Buy
+730
New +$65.9K 0.03% 179

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's WEC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 61 shares — an estimated $6.65K sold.

Carolinas Wealth Consulting first reported a position in WEC in Q2 2020 and held it in 20 quarters. The position peaked at $92K in Q2 2022. 1,260 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 61 WEC Energy shares in Q2 2025, an estimated $6.65K.
  • Carolinas Wealth Consulting first reported a position in WEC Energy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's WEC Energy position peaked at $92K in Q2 2022.
  • 1,260 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.