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Lockerman Financial Group’s WEC Energy WEC Stock Holding History

Lockerman Financial Group’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
-2,228
Closed -$255K – 123
2025
Q3 		$255K Sell
2,228
-3
-0.1% -$325 0.32% 102
2025
Q2 		$232K Sell
2,231
-3
-0.1% -$319 0.31% 112
2025
Q1 		$243K Sell
2,234
-6
-0.3% -$613 0.37% 96
2024
Q4 		$211K Sell
2,240
-8
-0.4% -$776 0.36% 99
2024
Q3 		$216K Buy
+2,248
New +$199K 0.37% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lockerman Financial Group's WEC Position: Q4 2025 in Review

Lockerman Financial Group sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 2,228 shares — an estimated $255K sold.

Lockerman Financial Group first reported a position in WEC in Q3 2024 and held it in 5 quarters. The position peaked at $255K in Q3 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Lockerman Financial Group reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 2,228 WEC Energy shares in Q4 2025, an estimated $255K.
  • Lockerman Financial Group first reported a position in WEC Energy in Q3 2024 and held it in 5 quarters.
  • Lockerman Financial Group's WEC Energy position peaked at $255K in Q3 2025.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.