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Glass Jacobson Investment Advisors’s WEC Energy WEC Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-1,188
Closed -$112K – 855
2025
Q1 		$112K Hold
1,188
– – 0.04% 283
2024
Q4 		$112K Buy
1,188
+20
+2% +$1.94K 0.04% 283
2024
Q3 		$112K Hold
1,168
– – 0.04% 268
2024
Q2 		$91.6K Hold
1,168
– – 0.03% 280
2024
Q1 		$95.9K Hold
1,168
– – 0.04% 277
2023
Q4 		$98.3K Hold
1,168
– – 0.04% 267
2023
Q3 		$94.1K Hold
1,168
– – 0.04% 263
2023
Q2 		$103K Buy
+1,168
New +$108K 0.05% 258
2022
Q4 		$110K Buy
+1,168
New +$108K 0.05% 259

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glass Jacobson Investment Advisors's WEC Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 1,188 shares — an estimated $112K sold.

Glass Jacobson Investment Advisors first reported a position in WEC in Q4 2022 and held it in 9 quarters. The position peaked at $112K in Q3 2024. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,188 WEC Energy shares in Q2 2025, an estimated $112K.
  • Glass Jacobson Investment Advisors first reported a position in WEC Energy in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's WEC Energy position peaked at $112K in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.