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Freestone Grove Partners’s WEC Energy WEC Stock Holding History

Freestone Grove Partners’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
-620,565
Closed -$71.1M – 968
2025
Q3 		$71.1M Buy
620,565
+618,550
+30,697% +$67M 0.53% 42
2025
Q2 		$210K Hold
2,015
– – ﹤0.01% 629
2025
Q1 		$220K Buy
+2,015
New +$206K ﹤0.01% 526

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Freestone Grove Partners's WEC Position: Q4 2025 in Review

Freestone Grove Partners sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 620,565 shares — an estimated $71.1M sold.

Freestone Grove Partners first reported a position in WEC in Q1 2025 and held it in 3 quarters. The position peaked at $71.1M in Q3 2025. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Freestone Grove Partners reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 620,565 WEC Energy shares in Q4 2025, an estimated $71.1M.
  • Freestone Grove Partners first reported a position in WEC Energy in Q1 2025 and held it in 3 quarters.
  • Freestone Grove Partners's WEC Energy position peaked at $71.1M in Q3 2025.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.