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GPS Wealth Strategies Group’s WEC Energy WEC Stock Holding History

GPS Wealth Strategies Group’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 		$35K Sell
332
-641
-66% -$71K 0.03% 253
2025
Q3 		$112K Sell
973
-565
-37% -$61.2K 0.01% 463
2025
Q2 		$160K Buy
1,538
+213
+16% +$22.7K 0.02% 362
2025
Q1 		$144K Sell
1,325
-123
-8% -$12.6K 0.02% 377
2024
Q4 		$136K Buy
1,448
+260
+22% +$25.2K 0.02% 365
2024
Q3 		$114K Sell
1,188
-2,258
-66% -$200K 0.02% 403
2024
Q2 		$270K Buy
3,446
+270
+9% +$21.9K 0.04% 221
2024
Q1 		$261K Sell
3,176
-218
-6% -$17.5K 0.04% 217
2023
Q4 		$286K Sell
3,394
-41
-1% -$3.38K 0.05% 208
2023
Q3 		$277K Buy
3,435
+244
+8% +$21.2K 0.05% 203
2023
Q2 		$282K Buy
3,191
+502
+19% +$46.4K 0.05% 203
2023
Q1 		$255K Buy
+2,689
New +$249K 0.05% 206
2022
Q4 		– Sell
-2,770
Closed -$248K – 1079
2022
Q3 		$248K Buy
2,770
+1,880
+211% +$192K 0.06% 177
2022
Q2 		$90K Buy
890
+650
+271% +$65.9K 0.02% 339
2022
Q1 		$24K Sell
240
-60
-20% -$5.67K 0.01% 562
2021
Q4 		$29K Hold
300
– – 0.01% 514
2021
Q3 		$26K Hold
300
– – 0.01% 524
2021
Q2 		$27K Sell
300
-578
-66% -$54.4K 0.01% 534
2021
Q1 		$82K Buy
+878
New +$76.5K 0.02% 307

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GPS Wealth Strategies Group's WEC Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its WEC Energy (WEC) stake by 66% in Q4 2025, selling an estimated $71K and leaving 332 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #253.

GPS Wealth Strategies Group first reported a position in WEC in Q1 2021 and has held it in 19 quarters since. The position peaked at $286K in Q4 2023. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • GPS Wealth Strategies Group held 332 shares of WEC Energy worth $35K as of Q4 2025.
  • GPS Wealth Strategies Group sold 641 WEC Energy shares in Q4 2025, an estimated $71K.
  • WEC Energy made up 0.03% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #253 holding.
  • GPS Wealth Strategies Group first reported a position in WEC Energy in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's WEC Energy position peaked at $286K in Q4 2023.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.