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FullCircle Wealth’s WEC Energy WEC Stock Holding History

FullCircle Wealth’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 		$975K Sell
8,718
-92
-1% -$9.97K 0.34% 99
2025
Q2 		$980K Buy
8,810
+53
+0.6% +$5.64K 0.37% 96
2025
Q1 		$950K Sell
8,757
-106
-1% -$10.8K 0.39% 84
2024
Q4 		$920K Sell
8,863
-358
-4% -$34.7K 0.38% 91
2024
Q3 		$894K Buy
9,221
+467
+5% +$41.4K 0.4% 82
2024
Q2 		$731K Buy
+8,754
New +$711K 0.36% 95

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FullCircle Wealth's WEC Position: Q3 2025 in Review

FullCircle Wealth reduced its WEC Energy (WEC) stake by 1% in Q3 2025, selling an estimated $9.97K and leaving 8,718 shares worth $975K. The position accounts for 0.34% of the portfolio, ranked #99.

FullCircle Wealth first reported a position in WEC in Q2 2024 and has held it in 6 quarters since. The position peaked at $980K in Q2 2025. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • FullCircle Wealth held 8,718 shares of WEC Energy worth $975K as of Q3 2025.
  • FullCircle Wealth sold 92 WEC Energy shares in Q3 2025, an estimated $9.97K.
  • WEC Energy made up 0.34% of FullCircle Wealth's portfolio in Q3 2025, its #99 holding.
  • FullCircle Wealth first reported a position in WEC Energy in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's WEC Energy position peaked at $980K in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.