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Fiduciary Financial Group’s WEC Energy WEC Stock Holding History

Fiduciary Financial Group’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
-2,307
Closed -$264K – 347
2025
Q3 		$264K Hold
2,307
– – 0.04% 263
2025
Q2 		$242K Buy
2,307
+81
+4% +$8.62K 0.04% 265
2025
Q1 		$235K Sell
2,226
-414
-16% -$42.3K 0.05% 244
2024
Q4 		$247K Sell
2,640
-44
-2% -$4.27K 0.05% 239
2024
Q3 		$253K Buy
2,684
+78
+3% +$6.91K 0.06% 229
2024
Q2 		$211K Buy
+2,606
New +$212K 0.05% 247

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

Fiduciary Financial Group's WEC Position: Q4 2025 in Review

Fiduciary Financial Group sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 2,307 shares — an estimated $264K sold.

Fiduciary Financial Group first reported a position in WEC in Q2 2024 and held it in 6 quarters. The position peaked at $264K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Fiduciary Financial Group reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 2,307 WEC Energy shares in Q4 2025, an estimated $264K.
  • Fiduciary Financial Group first reported a position in WEC Energy in Q2 2024 and held it in 6 quarters.
  • Fiduciary Financial Group's WEC Energy position peaked at $264K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Fiduciary Financial Group's 13F filing for Q4 2025, filed 12 Jan 2026.