FLP Wealth Management’s WEC Energy WEC Stock Holding History

FLP Wealth 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 Q1	–	Sell	-2	Closed	-$195	–	457
2024 Q4	$195	Buy	+2	New	+$194	﹤0.01%	447

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FLP Wealth Management's WEC Position: Q1 2025 in Review

FLP Wealth Management sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 2 shares — an estimated $195 sold.

FLP Wealth Management first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $195 in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

FLP Wealth Management reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 2 WEC Energy shares in Q1 2025, an estimated $195.
FLP Wealth Management first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's WEC Energy position peaked at $195 in Q4 2024.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.