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Gries Financial’s WEC Energy WEC Stock Holding History

Gries Financial’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
Q3 		$2.2M Buy
19,168
+621
+3% +$67.3K 0.35% 62
2025
Q2 		$1.93M Buy
18,547
+1,075
+6% +$114K 0.35% 62
2025
Q1 		$1.9M Sell
17,472
-2,119
-11% -$216K 0.37% 58
2024
Q4 		$1.84M Sell
19,591
-103
-0.5% -$9.99K 0.33% 70
2024
Q3 		$1.89M Sell
19,694
-4,872
-20% -$432K 0.35% 71
2024
Q2 		$1.93M Buy
+24,566
New +$2M 0.4% 66

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gries Financial's WEC Position: Q3 2025 in Review

Gries Financial increased its WEC Energy (WEC) stake by 3.3% in Q3 2025, buying an estimated $67.3K and bringing the position to 19,168 shares worth $2.2M. The position accounts for 0.35% of the portfolio, ranked #62.

Gries Financial first reported a position in WEC in Q2 2024 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Gries Financial held 19,168 shares of WEC Energy worth $2.2M as of Q3 2025.
  • Gries Financial bought 621 WEC Energy shares in Q3 2025, an estimated $67.3K.
  • WEC Energy made up 0.35% of Gries Financial's portfolio in Q3 2025, its #62 holding.
  • Gries Financial first reported a position in WEC Energy in Q2 2024 and has held it in 6 quarters since.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.