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Legacy Financial Strategies’s WEC Energy WEC Stock Holding History

Legacy Financial Strategies’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
Q1 		– Sell
-2,602
Closed -$245K – 127
2024
Q4 		$245K Buy
2,602
+17
+0.7% +$1.65K 0.05% 107
2024
Q3 		$249K Buy
+2,585
New +$229K 0.05% 100

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Strategies's WEC Position: Q1 2025 in Review

Legacy Financial Strategies sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 2,602 shares — an estimated $245K sold.

Legacy Financial Strategies first reported a position in WEC in Q3 2024 and held it in 2 quarters. The position peaked at $249K in Q3 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Legacy Financial Strategies reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,602 WEC Energy shares in Q1 2025, an estimated $245K.
  • Legacy Financial Strategies first reported a position in WEC Energy in Q3 2024 and held it in 2 quarters.
  • Legacy Financial Strategies's WEC Energy position peaked at $249K in Q3 2024.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Legacy Financial Strategies's 13F filing for Q1 2025, filed 8 Apr 2025.