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Graypoint LLC’s WEC Energy WEC Stock Holding History

Graypoint LLC’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 		$200K Buy
+1,919
New +$204K 0.01% 516
2023
Q3 		– Sell
-2,397
Closed -$211K – 428
2023
Q2 		$211K Sell
2,397
-19
-0.8% -$1.75K 0.02% 362
2023
Q1 		$229K Buy
+2,416
New +$224K 0.02% 321

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

Graypoint LLC's WEC Position: Q2 2025 in Review

Graypoint LLC opened a new position in WEC Energy (WEC) in Q2 2025: 1,919 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Graypoint LLC previously reported a position in WEC as recently as Q2 2023.

Graypoint LLC first reported a position in WEC in Q1 2023 and has held it in 3 quarters since. The position peaked at $229K in Q1 2023. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Graypoint LLC held 1,919 shares of WEC Energy worth $200K as of Q2 2025.
  • WEC Energy was a new Graypoint LLC position in Q2 2025.
  • WEC Energy made up 0.01% of Graypoint LLC's portfolio in Q2 2025, its #516 holding.
  • Graypoint LLC first reported a position in WEC Energy in Q1 2023 and has held it in 3 quarters since.
  • Graypoint LLC's WEC Energy position peaked at $229K in Q1 2023.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.