CRA Financial Services’s WEC Energy WEC Stock Holding History

CRA Financial Services’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 Q4	–	Sell	-1,798	Closed	-$206K	–	306
2025 Q3	$206K	Buy	+1,798	New	+$195K	0.03%	286
2025 Q2	–	Sell	-3,051	Closed	-$332K	–	283
2025 Q1	$332K	Hold	3,051	–	–	0.06%	191
2024 Q4	$287K	Buy	3,051 +1	+0%	+$97	0.05%	205
2024 Q3	$293K	Hold	3,050	–	–	0.05%	195
2024 Q2	$239K	Hold	3,050	–	–	0.05%	215
2024 Q1	$250K	Sell	3,050 -7	-0.2%	-$563	0.05%	206
2023 Q4	$257K	Buy	3,057 +27	+0.9%	+$2.22K	0.06%	185
2023 Q3	$244K	Hold	3,030	–	–	0.07%	180
2023 Q2	$267K	Hold	3,030	–	–	0.07%	164
2023 Q1	$287K	Hold	3,030	–	–	0.09%	153
2022 Q4	$284K	Hold	3,030	–	–	0.09%	149
2022 Q3	$271K	Hold	3,030	–	–	0.1%	148
2022 Q2	$305K	Hold	3,030	–	–	0.1%	149
2022 Q1	$302K	Hold	3,030	–	–	0.09%	149
2021 Q4	$294K	Hold	3,030	–	–	0.09%	160
2021 Q3	$267K	Hold	3,030	–	–	0.09%	160
2021 Q2	$270K	Hold	3,030	–	–	0.09%	154
2021 Q1	$284K	Hold	3,030	–	–	0.11%	132
2020 Q4	$279K	Hold	3,030	–	–	0.12%	122
2020 Q3	$294K	Sell	3,030 -9	-0.3%	-$839	0.14%	110
2020 Q2	$266K	Hold	3,039	–	–	0.14%	111
2020 Q1	$268K	Hold	3,039	–	–	0.17%	104
2019 Q4	$280K	Buy	3,039 +9	+0.3%	+$821	0.15%	112
2019 Q3	$288K	Hold	3,030	–	–	0.17%	108
2019 Q2	$253K	Hold	3,030	–	–	0.15%	119
2019 Q1	$240K	Hold	3,030	–	–	0.16%	122
2018 Q4	$210K	Buy	+3,030	New	+$213K	0.15%	123

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CRA Financial Services's WEC Position: Q4 2025 in Review

CRA Financial Services sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 1,798 shares — an estimated $206K sold.

CRA Financial Services first reported a position in WEC in Q4 2018 and held it in 27 quarters. The position peaked at $332K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

CRA Financial Services reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
CRA Financial Services sold 1,798 WEC Energy shares in Q4 2025, an estimated $206K.
CRA Financial Services first reported a position in WEC Energy in Q4 2018 and held it in 27 quarters.
CRA Financial Services's WEC Energy position peaked at $332K in Q1 2025.
1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on CRA Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.