JSA
WEC icon

Jacobson & Schmitt Advisors’s WEC Energy WEC Stock Holding History

Jacobson & Schmitt 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
-2,752
Closed -$315K – 85
2025
Q3 		$315K Buy
+2,752
New +$298K 0.05% 74

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

Jacobson & Schmitt Advisors's WEC Position: Q4 2025 in Review

Jacobson & Schmitt Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 2,752 shares — an estimated $315K sold.

Jacobson & Schmitt Advisors first reported a position in WEC in Q3 2025 and held it in 1 quarter. The position peaked at $315K in Q3 2025. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Jacobson & Schmitt Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 2,752 WEC Energy shares in Q4 2025, an estimated $315K.
  • Jacobson & Schmitt Advisors first reported a position in WEC Energy in Q3 2025 and held it in 1 quarter.
  • Jacobson & Schmitt Advisors's WEC Energy position peaked at $315K in Q3 2025.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.