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Morningstar Investment Services’s WEC Energy WEC Stock Holding History

Morningstar Investment Services’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 		$1.53M Sell
14,011
-17,884
-56% -$1.83M 0.28% 79
2024
Q4 		$3M Sell
31,895
-257,957
-89% -$25M 0.27% 88
2024
Q3 		$27.6M Sell
289,852
-622
-0.2% -$55.1K 0.28% 90
2024
Q2 		$22.8M Buy
+290,474
New +$23.6M 0.25% 97

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

Morningstar Investment Services's WEC Position: Q1 2025 in Review

Morningstar Investment Services reduced its WEC Energy (WEC) stake by 56% in Q1 2025, selling an estimated $1.83M and leaving 14,011 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #79.

Morningstar Investment Services first reported a position in WEC in Q2 2024 and has held it in 4 quarters since. The position peaked at $27.6M in Q3 2024. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Morningstar Investment Services held 14,011 shares of WEC Energy worth $1.53M as of Q1 2025.
  • Morningstar Investment Services sold 17,884 WEC Energy shares in Q1 2025, an estimated $1.83M.
  • WEC Energy made up 0.28% of Morningstar Investment Services's portfolio in Q1 2025, its #79 holding.
  • Morningstar Investment Services first reported a position in WEC Energy in Q2 2024 and has held it in 4 quarters since.
  • Morningstar Investment Services's WEC Energy position peaked at $27.6M in Q3 2024.
  • 1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.