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Grey Fox Wealth Advisors’s WEC Energy WEC Stock Holding History

Grey Fox 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
Q4 		– Sell
-16
Closed -$1.83K – 604
2025
Q3 		$1.83K Buy
+16
New +$1.73K ﹤0.01% 546
2023
Q2 		– Sell
-9
Closed -$853 – 518
2023
Q1 		$853 Buy
+9
New +$833 ﹤0.01% 471

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

Grey Fox Wealth Advisors's WEC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 16 shares — an estimated $1.83K sold.

Grey Fox Wealth Advisors first reported a position in WEC in Q1 2023 and held it in 2 quarters. The position peaked at $1.83K in Q3 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 16 WEC Energy shares in Q4 2025, an estimated $1.83K.
  • Grey Fox Wealth Advisors first reported a position in WEC Energy in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's WEC Energy position peaked at $1.83K in Q3 2025.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.