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Future Financial Wealth Management’s WEC Energy WEC Stock Holding History

Future Financial 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
Q4 		– Sell
-403
Closed -$46.2K – 437
2025
Q3 		$46.2K Hold
403
– – 0.03% 265
2025
Q2 		$42K Hold
403
– – 0.03% 266
2025
Q1 		$43.9K Hold
403
– – 0.03% 254
2024
Q4 		$37.9K Sell
403
-253
-39% -$24.5K 0.03% 268
2024
Q3 		$63.1K Buy
+656
New +$58.1K 0.05% 227
2024
Q2 		– Sell
-873
Closed -$71.7K – 470
2024
Q1 		$71.7K Buy
+873
New +$70.2K 0.06% 219
2022
Q2 		– Sell
-864
Closed -$86K – 479
2022
Q1 		$86K Sell
864
-40
-4% -$3.78K 0.07% 199
2021
Q4 		$87K Buy
+904
New +$82.6K 0.07% 207

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Future Financial Wealth Management's WEC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 403 shares — an estimated $46.2K sold.

Future Financial Wealth Management first reported a position in WEC in Q4 2021 and held it in 8 quarters. The position peaked at $87K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Future Financial Wealth Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 403 WEC Energy shares in Q4 2025, an estimated $46.2K.
  • Future Financial Wealth Management first reported a position in WEC Energy in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's WEC Energy position peaked at $87K in Q4 2021.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.