FSA Wealth Management’s WEC Energy WEC Stock Holding History

FSA 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 Q3	$103K	Hold	900	–	–	0.04%	90
2025 Q2	$93.8K	Hold	900	–	–	0.04%	91
2025 Q1	$98.1K	Hold	900	–	–	0.04%	85
2024 Q4	$84.6K	Hold	900	–	–	0.03%	102
2024 Q3	$86.6K	Buy	+900	New	+$79.8K	0.03%	105
2024 Q1	$73.9K	Hold	900	–	–	0.03%	109
2023 Q4	$76K	Buy	+900	New	+$74.1K	0.04%	95
2021 Q1	–	Sell	-900	Closed	-$83K	–	239
2020 Q4	$83K	Buy	+900	New	+$87.6K	0.04%	95
2020 Q3	–	Sell	-900	Closed	-$79K	–	358
2020 Q2	$79K	Hold	900	–	–	0.05%	91
2020 Q1	$79K	Hold	900	–	–	0.07%	83
2019 Q4	$83K	Buy	+900	New	+$82.1K	0.06%	101

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

FSA Wealth Management's WEC Position: Q3 2025 in Review

FSA Wealth Management held its WEC Energy (WEC) position steady in Q3 2025 at 900 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #90.

FSA Wealth Management first reported a position in WEC in Q4 2019 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

FSA Wealth Management held 900 shares of WEC Energy worth $103K as of Q3 2025.
FSA Wealth Management left its WEC Energy share count unchanged in Q3 2025.
WEC Energy made up 0.04% of FSA Wealth Management's portfolio in Q3 2025, its #90 holding.
FSA Wealth Management first reported a position in WEC Energy in Q4 2019 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.