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MBB Public Markets’s WEC Energy WEC Stock Holding History

MBB Public Markets’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
Q3 		– Sell
-2,432
Closed -$253K – 482
2025
Q2 		$253K Sell
2,432
-543
-18% -$57.8K 0.02% 331
2025
Q1 		$324K Buy
+2,975
New +$304K 0.04% 167
2024
Q4 		– Sell
-3,690
Closed -$355K – 542
2024
Q3 		$355K Sell
3,690
-19,280
-84% -$1.71M 0.02% 175
2024
Q2 		$1.8M Buy
+22,970
New +$1.87M 0.04% 375
2022
Q1 		– Sell
-3,478
Closed -$338K – 461
2021
Q4 		$338K Buy
+3,478
New +$318K 0.01% 320

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBB Public Markets's WEC Position: Q3 2025 in Review

MBB Public Markets sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 2,432 shares — an estimated $253K sold.

MBB Public Markets first reported a position in WEC in Q4 2021 and held it in 5 quarters. The position peaked at $1.8M in Q2 2024. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • MBB Public Markets reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 2,432 WEC Energy shares in Q3 2025, an estimated $253K.
  • MBB Public Markets first reported a position in WEC Energy in Q4 2021 and held it in 5 quarters.
  • MBB Public Markets's WEC Energy position peaked at $1.8M in Q2 2024.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.