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CarsonAllaria Wealth Management’s WEC Energy WEC Stock Holding History

CarsonAllaria 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 		– Sell
-1,726
Closed -$180K – 335
2025
Q2 		$180K Buy
1,726
+6
+0.3% +$638 0.1% 72
2025
Q1 		$188K Buy
1,720
+74
+4% +$7.56K 0.11% 70
2024
Q4 		$155K Buy
1,646
+392
+31% +$38K 0.09% 78
2024
Q3 		$121K Buy
+1,254
New +$111K 0.07% 95

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

CarsonAllaria Wealth Management's WEC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 1,726 shares — an estimated $180K sold.

CarsonAllaria Wealth Management first reported a position in WEC in Q3 2024 and held it in 4 quarters. The position peaked at $188K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,726 WEC Energy shares in Q3 2025, an estimated $180K.
  • CarsonAllaria Wealth Management first reported a position in WEC Energy in Q3 2024 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's WEC Energy position peaked at $188K in Q1 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.