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Legacy Investment Solutions’s WEC Energy WEC Stock Holding History

Legacy Investment Solutions’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 		$6.46K Buy
+62
New +$6.6K ﹤0.01% 368
2024
Q4 		$6.31K Sell
62
-132
-68% -$12.8K ﹤0.01% 349
2024
Q3 		$18.9K Buy
+194
New +$17.2K 0.01% 235

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

Legacy Investment Solutions's WEC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in WEC Energy (WEC) in Q2 2025: 62 shares worth $6.46K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WEC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WEC in Q3 2024 and has held it in 3 quarters since. The position peaked at $18.9K in Q3 2024. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Legacy Investment Solutions held 62 shares of WEC Energy worth $6.46K as of Q2 2025.
  • WEC Energy was a new Legacy Investment Solutions position in Q2 2025.
  • WEC Energy made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #368 holding.
  • Legacy Investment Solutions first reported a position in WEC Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's WEC Energy position peaked at $18.9K in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.