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Litman Gregory Wealth Management’s WEC Energy WEC Stock Holding History

Litman Gregory 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 		$48.9K Buy
+464
New +$51.4K ﹤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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Litman Gregory Wealth Management's WEC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in WEC Energy (WEC) in Q4 2025: 464 shares worth $48.9K. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings.

1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Litman Gregory Wealth Management held 464 shares of WEC Energy worth $48.9K as of Q4 2025.
  • WEC Energy was a new Litman Gregory Wealth Management position in Q4 2025.
  • WEC Energy made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #235 holding.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.