Financial Gravity Asset Management’s WEC Energy WEC Stock Holding History

Financial Gravity 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 Q4	–	Sell	-30	Closed	-$3.44K	–	943
2025 Q3	$3.44K	Buy	+30	New	+$3.25K	﹤0.01%	724
2024 Q2	$628	Buy	8 +3	+60%	+$244	﹤0.01%	887
2024 Q1	$423	Buy	5 +2	+67%	+$161	﹤0.01%	845
2023 Q4	$353	Buy	+3	New	+$247	﹤0.01%	945
2021 Q3	$88K	Buy	+4	New	+$375	0.04%	391
2019 Q4	–	Sell	-252	Closed	-$24K	–	1717
2019 Q3	$24K	Buy	252 +204	+425%	+$18.4K	0.02%	428
2019 Q2	$4K	Sell	48 -67	-58%	-$5.37K	﹤0.01%	753
2019 Q1	$9K	Buy	+115	New	+$8.53K	0.01%	585
2018 Q3	$186K	Sell	2,660 -183	-6%	-$12.2K	0.19%	131
2018 Q2	$191K	Buy	2,843 +470	+20%	+$29.2K	0.18%	126
2018 Q1	$153K	Buy	+2,373	New	+$147K	0.16%	136

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Financial Gravity Asset Management's WEC Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 30 shares — an estimated $3.44K sold.

Financial Gravity Asset Management first reported a position in WEC in Q1 2018 and held it in 11 quarters. The position peaked at $191K in Q2 2018. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Financial Gravity Asset Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 30 WEC Energy shares in Q4 2025, an estimated $3.44K.
Financial Gravity Asset Management first reported a position in WEC Energy in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's WEC Energy position peaked at $191K in Q2 2018.
1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.