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Creekmur Asset Management’s WEC Energy WEC Stock Holding History

Creekmur Asset 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 		$43.3K Hold
378
– – 0.01% 354
2025
Q2 		$39.4K Hold
378
– – 0.01% 367
2025
Q1 		$41.2K Buy
378
+363
+2,420% +$37.1K 0.01% 338
2024
Q4 		$1.41K Hold
15
– – ﹤0.01% 635
2024
Q3 		$1.44K Hold
15
– – ﹤0.01% 687
2024
Q2 		$1.18K Buy
+15
New +$1.22K ﹤0.01% 771

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

Creekmur Asset Management's WEC Position: Q3 2025 in Review

Creekmur Asset Management held its WEC Energy (WEC) position steady in Q3 2025 at 378 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #354.

Creekmur Asset Management first reported a position in WEC in Q2 2024 and has held it in 6 quarters since. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Creekmur Asset Management held 378 shares of WEC Energy worth $43.3K as of Q3 2025.
  • Creekmur Asset Management left its WEC Energy share count unchanged in Q3 2025.
  • WEC Energy made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #354 holding.
  • Creekmur Asset Management first reported a position in WEC Energy in Q2 2024 and has held it in 6 quarters since.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.