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Marshall Financial Group (Maryland)’s WEC Energy WEC Stock Holding History

Marshall Financial Group (Maryland)’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
-1,837
Closed -$211K – 311
2025
Q3 		$211K Buy
+1,837
New +$199K 0.04% 247
2025
Q2 		– Sell
-2,066
Closed -$225K – 273
2025
Q1 		$225K Sell
2,066
-132
-6% -$13.5K 0.05% 217
2024
Q4 		$207K Buy
2,198
+100
+5% +$9.7K 0.05% 213
2024
Q3 		$202K Buy
+2,098
New +$186K 0.05% 213

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

Marshall Financial Group (Maryland)'s WEC Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 1,837 shares — an estimated $211K sold.

Marshall Financial Group (Maryland) first reported a position in WEC in Q3 2024 and held it in 4 quarters. The position peaked at $225K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,837 WEC Energy shares in Q4 2025, an estimated $211K.
  • Marshall Financial Group (Maryland) first reported a position in WEC Energy in Q3 2024 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s WEC Energy position peaked at $225K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.