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Kiker Wealth Management’s WEC Energy WEC Stock Holding History

Kiker 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
Q4 		– Sell
-3,471
Closed -$398K – 202
2025
Q3 		$398K Sell
3,471
-341
-9% -$37K 0.2% 74
2025
Q2 		$397K Sell
3,812
-108
-3% -$11.5K 0.22% 71
2025
Q1 		$427K Sell
3,920
-307
-7% -$31.4K 0.29% 65
2024
Q4 		$398K Buy
+4,227
New +$410K 0.32% 63

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kiker Wealth Management's WEC Position: Q4 2025 in Review

Kiker Wealth Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 3,471 shares — an estimated $398K sold.

Kiker Wealth Management first reported a position in WEC in Q4 2024 and held it in 4 quarters. The position peaked at $427K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Kiker Wealth Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 3,471 WEC Energy shares in Q4 2025, an estimated $398K.
  • Kiker Wealth Management first reported a position in WEC Energy in Q4 2024 and held it in 4 quarters.
  • Kiker Wealth Management's WEC Energy position peaked at $427K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.