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Exchange Capital Management’s WEC Energy WEC Stock Holding History

Exchange Capital 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 		– Sell
-2,182
Closed -$238K – 212
2025
Q1 		$238K Hold
2,182
– – 0.04% 196
2024
Q4 		$205K Hold
2,182
– – 0.03% 208
2024
Q3 		$210K Buy
+2,182
New +$193K 0.03% 191
2023
Q1 		– Sell
-2,246
Closed -$211K – 171
2022
Q4 		$211K Sell
2,246
-67
-3% -$6.19K 0.05% 158
2022
Q3 		$207K Sell
2,313
-25
-1% -$2.55K 0.05% 157
2022
Q2 		$235K Hold
2,338
– – 0.05% 153
2022
Q1 		$233K Buy
2,338
+25
+1% +$2.36K 0.04% 158
2021
Q4 		$225K Buy
+2,313
New +$211K 0.04% 164
2021
Q2 		– Sell
-2,182
Closed -$204K – 164
2021
Q1 		$204K Hold
2,182
– – 0.04% 160
2020
Q4 		$201K Buy
+2,182
New +$212K 0.04% 159
2020
Q1 		– Sell
-2,182
Closed -$201K – 151
2019
Q4 		$201K Hold
2,182
– – 0.05% 147
2019
Q3 		$208K Buy
+2,182
New +$197K 0.05% 147
2018
Q4 		– Sell
-2,406
Closed -$161K – 273
2018
Q3 		$161K Buy
2,406
+224
+10% +$14.9K 0.05% 131
2018
Q2 		$141K Buy
+2,182
New +$136K 0.04% 135
2014
Q1 		– Sell
-159
Closed -$7K – 252
2013
Q4 		$7K Buy
+159
New +$6.6K ﹤0.01% 179

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Exchange Capital Management's WEC Position: Q2 2025 in Review

Exchange Capital Management sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 2,182 shares — an estimated $238K sold.

Exchange Capital Management first reported a position in WEC in Q4 2013 and held it in 15 quarters. The position peaked at $238K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Exchange Capital Management reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Exchange Capital Management sold 2,182 WEC Energy shares in Q2 2025, an estimated $238K.
  • Exchange Capital Management first reported a position in WEC Energy in Q4 2013 and held it in 15 quarters.
  • Exchange Capital Management's WEC Energy position peaked at $238K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.