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Congress Wealth Management’s WEC Energy WEC Stock Holding History

Congress 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
Q2 		$819K Buy
7,863
+1,539
+24% +$164K 0.01% 760
2025
Q1 		$686K Sell
6,324
-3,654
-37% -$373K 0.01% 725
2024
Q4 		$938K Buy
+9,978
New +$967K 0.01% 529
2024
Q2 		– Sell
-3,931
Closed -$323K – 744
2024
Q1 		$323K Buy
+3,931
New +$316K 0.01% 498

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's WEC Position: Q2 2025 in Review

Congress Wealth Management increased its WEC Energy (WEC) stake by 24% in Q2 2025, buying an estimated $164K and bringing the position to 7,863 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #760.

Congress Wealth Management first reported a position in WEC in Q1 2024 and has held it in 4 quarters since. The position peaked at $938K in Q4 2024. 1,260 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Congress Wealth Management held 7,863 shares of WEC Energy worth $819K as of Q2 2025.
  • Congress Wealth Management bought 1,539 WEC Energy shares in Q2 2025, an estimated $164K.
  • WEC Energy made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #760 holding.
  • Congress Wealth Management first reported a position in WEC Energy in Q1 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's WEC Energy position peaked at $938K in Q4 2024.
  • 1,260 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.