MSAM
WEC icon

Moloney Securities Asset Management’s WEC Energy WEC Stock Holding History

Moloney Securities Asset Management’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 		$526K Sell
4,587
-143
-3% -$15.5K 0.06% 269
2025
Q2 		$493K Buy
+4,730
New +$503K 0.06% 269

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

Moloney Securities Asset Management's WEC Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its WEC Energy (WEC) stake by 3% in Q3 2025, selling an estimated $15.5K and leaving 4,587 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #269.

Moloney Securities Asset Management first reported a position in WEC in Q2 2025 and has held it in 2 quarters since. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Moloney Securities Asset Management held 4,587 shares of WEC Energy worth $526K as of Q3 2025.
  • Moloney Securities Asset Management sold 143 WEC Energy shares in Q3 2025, an estimated $15.5K.
  • WEC Energy made up 0.06% of Moloney Securities Asset Management's portfolio in Q3 2025, its #269 holding.
  • Moloney Securities Asset Management first reported a position in WEC Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.