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Iron Horse Wealth Management’s WEC Energy WEC Stock Holding History

Iron Horse Wealth Management’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 		$3.02K Hold
29
– – ﹤0.01% 432
2025
Q1 		$3.16K Buy
+29
New +$2.96K ﹤0.01% 414

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

Iron Horse Wealth Management's WEC Position: Q2 2025 in Review

Iron Horse Wealth Management held its WEC Energy (WEC) position steady in Q2 2025 at 29 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Iron Horse Wealth Management first reported a position in WEC in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.16K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Iron Horse Wealth Management held 29 shares of WEC Energy worth $3.02K as of Q2 2025.
  • Iron Horse Wealth Management left its WEC Energy share count unchanged in Q2 2025.
  • WEC Energy made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #432 holding.
  • Iron Horse Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's WEC Energy position peaked at $3.16K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.