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Lindbrook Capital’s WEC Energy WEC Stock Holding History

Lindbrook Capital’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 		$87.6K Sell
804
-115
-13% -$11.7K 0.01% 727
2024
Q4 		$86.4K Buy
919
+263
+40% +$25.5K 0.01% 602
2024
Q3 		$63.1K Sell
656
-167
-20% -$14.8K 0.01% 718
2024
Q2 		$64.6K Sell
823
-130
-14% -$10.6K 0.01% 694
2024
Q1 		$78.3K Buy
953
+90
+10% +$7.24K 0.01% 617
2023
Q4 		$72.6K Sell
863
-103
-11% -$8.48K 0.01% 623
2023
Q3 		$77.8K Buy
966
+111
+13% +$9.64K 0.01% 532
2023
Q2 		$75.4K Sell
855
-83
-9% -$7.67K 0.01% 570
2023
Q1 		$88.9K Buy
938
+637
+212% +$59K 0.01% 511
2022
Q4 		$28.2K Sell
301
-196
-39% -$18.1K ﹤0.01% 906
2022
Q3 		$44K Sell
497
-310
-38% -$31.7K 0.01% 697
2022
Q2 		$81K Buy
807
+533
+195% +$54K 0.01% 502
2022
Q1 		$27K Sell
274
-153
-36% -$14.4K ﹤0.01% 891
2021
Q4 		$41K Sell
427
-177
-29% -$16.2K 0.01% 786
2021
Q3 		$53K Buy
604
+25
+4% +$2.35K 0.01% 423
2021
Q2 		$52K Sell
579
-9
-2% -$848 0.01% 468
2021
Q1 		$55K Buy
588
+286
+95% +$24.9K 0.01% 416
2020
Q4 		$28K Buy
302
+6
+2% +$584 0.01% 581
2020
Q3 		$29K Sell
296
-151
-34% -$14.1K 0.01% 502
2020
Q2 		$39K Buy
447
+17
+4% +$1.53K 0.01% 424
2020
Q1 		$38K Sell
430
-37
-8% -$3.56K 0.01% 391
2019
Q4 		$43K Buy
467
+36
+8% +$3.28K 0.02% 492
2019
Q3 		$41K Buy
431
+37
+9% +$3.33K 0.02% 485
2019
Q2 		$32K Buy
394
+20
+5% +$1.6K 0.01% 561
2019
Q1 		$29K Buy
374
+100
+36% +$7.42K 0.01% 574
2018
Q4 		$18K Buy
+274
New +$19.2K 0.01% 656

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 $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 $344B AUM 42.99% 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

Lindbrook Capital's WEC Position: Q1 2025 in Review

Lindbrook Capital reduced its WEC Energy (WEC) stake by 13% in Q1 2025, selling an estimated $11.7K and leaving 804 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #727.

Lindbrook Capital first reported a position in WEC in Q4 2018 and has held it in 26 quarters since. The position peaked at $88.9K in Q1 2023. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Lindbrook Capital held 804 shares of WEC Energy worth $87.6K as of Q1 2025.
  • Lindbrook Capital sold 115 WEC Energy shares in Q1 2025, an estimated $11.7K.
  • WEC Energy made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #727 holding.
  • Lindbrook Capital first reported a position in WEC Energy in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's WEC Energy position peaked at $88.9K in Q1 2023.
  • 1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.