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Global Financial Private Client’s WEC Energy WEC Stock Holding History

Global Financial Private Client’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
-78
Closed -$8.5K – 1587
2025
Q1 		$8.5K Buy
78
+14
+22% +$1.43K ﹤0.01% 604
2024
Q4 		$6.02K Buy
64
+6
+10% +$582 ﹤0.01% 624
2024
Q3 		$5.58K Buy
58
+20
+53% +$1.77K ﹤0.01% 629
2024
Q2 		$2.98K Hold
38
– – ﹤0.01% 543
2024
Q1 		$3.1K Buy
+38
New +$3.06K ﹤0.01% 555

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 $134M AUM 21.11% 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

Global Financial Private Client's WEC Position: Q2 2025 in Review

Global Financial Private Client sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 78 shares — an estimated $8.5K sold.

Global Financial Private Client first reported a position in WEC in Q1 2024 and held it in 5 quarters. The position peaked at $8.5K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Global Financial Private Client reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 78 WEC Energy shares in Q2 2025, an estimated $8.5K.
  • Global Financial Private Client first reported a position in WEC Energy in Q1 2024 and held it in 5 quarters.
  • Global Financial Private Client's WEC Energy position peaked at $8.5K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.