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Fidelity D&D Bancorp’s WEC Energy WEC Stock Holding History

Fidelity D&D Bancorp’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
-1,852
Closed -$212K – 111
2025
Q3 		$212K Sell
1,852
-230
-11% -$24.9K 0.12% 97
2025
Q2 		$217K Sell
2,082
-200
-9% -$21.3K 0.13% 95
2025
Q1 		$249K Hold
2,282
– – 0.16% 87
2024
Q4 		$215K Sell
2,282
-50
-2% -$4.85K 0.14% 104
2024
Q3 		$224K Buy
+2,332
New +$207K 0.15% 97
2024
Q1 		– Sell
-2,528
Closed -$213K – 111
2023
Q4 		$213K Sell
2,528
-438
-15% -$36.1K 0.17% 92
2023
Q3 		$239K Buy
+2,966
New +$258K 0.25% 77

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity D&D Bancorp's WEC Position: Q4 2025 in Review

Fidelity D&D Bancorp sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 1,852 shares — an estimated $212K sold.

Fidelity D&D Bancorp first reported a position in WEC in Q3 2023 and held it in 7 quarters. The position peaked at $249K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Fidelity D&D Bancorp reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Fidelity D&D Bancorp sold 1,852 WEC Energy shares in Q4 2025, an estimated $212K.
  • Fidelity D&D Bancorp first reported a position in WEC Energy in Q3 2023 and held it in 7 quarters.
  • Fidelity D&D Bancorp's WEC Energy position peaked at $249K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Fidelity D&D Bancorp's 13F filing for Q4 2025, filed 9 Feb 2026.