MW
WEC icon

Marcum Wealth’s WEC Energy WEC Stock Holding History

Marcum Wealth’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 		$808K Buy
7,416
+93
+1% +$9.5K 0.07% 132
2024
Q4 		$689K Buy
7,323
+98
+1% +$9.5K 0.06% 155
2024
Q3 		$695K Buy
7,225
+607
+9% +$53.8K 0.06% 148
2024
Q2 		$519K Buy
6,618
+1,866
+39% +$152K 0.05% 185
2024
Q1 		$390K Sell
4,752
-1,878
-28% -$151K 0.04% 227
2023
Q4 		$558K Sell
6,630
-101
-2% -$8.32K 0.06% 161
2023
Q3 		$542K Sell
6,731
-54
-0.8% -$4.69K 0.07% 156
2023
Q2 		$599K Buy
6,785
+1,391
+26% +$129K 0.07% 143
2023
Q1 		$511K Buy
5,394
+567
+12% +$52.5K 0.06% 171
2022
Q4 		$453K Sell
4,827
-61
-1% -$5.64K 0.06% 181
2022
Q3 		$437K Buy
4,888
+16
+0.3% +$1.63K 0.07% 175
2022
Q2 		$490K Buy
4,872
+127
+3% +$12.9K 0.07% 158
2022
Q1 		$474K Buy
4,745
+20
+0.4% +$1.89K 0.07% 168
2021
Q4 		$459K Buy
4,725
+5
+0.1% +$457 0.06% 182
2021
Q3 		$416K Sell
4,720
-341
-7% -$32K 0.07% 182
2021
Q2 		$450K Sell
5,061
-204
-4% -$19.2K 0.07% 162
2021
Q1 		$493K Buy
+5,265
New +$459K 0.08% 149

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

Marcum Wealth's WEC Position: Q1 2025 in Review

Marcum Wealth increased its WEC Energy (WEC) stake by 1.3% in Q1 2025, buying an estimated $9.5K and bringing the position to 7,416 shares worth $808K. The position accounts for 0.07% of the portfolio, ranked #132.

Marcum Wealth first reported a position in WEC in Q1 2021 and has held it in 17 quarters since. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Marcum Wealth held 7,416 shares of WEC Energy worth $808K as of Q1 2025.
  • Marcum Wealth bought 93 WEC Energy shares in Q1 2025, an estimated $9.5K.
  • WEC Energy made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #132 holding.
  • Marcum Wealth first reported a position in WEC Energy in Q1 2021 and has held it in 17 quarters since.
  • 1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.