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Good Steward Wealth Advisors’s WEC Energy WEC Stock Holding History

Good Steward Wealth 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
-2,166
Closed -$236K – 133
2025
Q1 		$236K Buy
+2,166
New +$221K 0.21% 109

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

Good Steward Wealth Advisors's WEC Position: Q2 2025 in Review

Good Steward Wealth Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 2,166 shares — an estimated $236K sold.

Good Steward Wealth Advisors first reported a position in WEC in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Good Steward Wealth Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Good Steward Wealth Advisors sold 2,166 WEC Energy shares in Q2 2025, an estimated $236K.
  • Good Steward Wealth Advisors first reported a position in WEC Energy in Q1 2025 and held it in 1 quarter.
  • Good Steward Wealth Advisors's WEC Energy position peaked at $236K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.