Measured Risk Portfolios’s WEC Energy WEC Stock Holding History

Measured Risk Portfolios’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	–	Sell	-3	Closed	-$282	–	309
2024 Q4	$282	Buy	+3	New	+$291	﹤0.01%	305

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Risk Portfolios's WEC Position: Q1 2025 in Review

Measured Risk Portfolios sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 3 shares — an estimated $282 sold.

Measured Risk Portfolios first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $282 in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

Measured Risk Portfolios reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
Measured Risk Portfolios sold 3 WEC Energy shares in Q1 2025, an estimated $282.
Measured Risk Portfolios first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
Measured Risk Portfolios's WEC Energy position peaked at $282 in Q4 2024.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Measured Risk Portfolios's 13F filing for Q1 2025, filed 13 May 2025.