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Financial Partners Group (Kansas)’s WEC Energy WEC Stock Holding History

Financial Partners Group (Kansas)’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
-1,755
Closed -$201K – 244
2025
Q3 		$201K Buy
+1,755
New +$190K 0.03% 217

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State Street
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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

Financial Partners Group (Kansas)'s WEC Position: Q4 2025 in Review

Financial Partners Group (Kansas) sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 1,755 shares — an estimated $201K sold.

Financial Partners Group (Kansas) first reported a position in WEC in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Financial Partners Group (Kansas) reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 1,755 WEC Energy shares in Q4 2025, an estimated $201K.
  • Financial Partners Group (Kansas) first reported a position in WEC Energy in Q3 2025 and held it in 1 quarter.
  • Financial Partners Group (Kansas)'s WEC Energy position peaked at $201K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.