NewSquare Capital’s WEC Energy WEC Stock Holding History

NewSquare Capital’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	-305	Closed	-$31.8K	–	1229
2025 Q2	$31.8K	Buy	305 +115	+61%	+$12.2K	﹤0.01%	372
2025 Q1	$20.7K	Buy	190 +172	+956%	+$17.6K	﹤0.01%	347
2024 Q4	$1.69K	Buy	+18	New	+$1.75K	﹤0.01%	576
2019 Q3	–	Sell	-116	Closed	-$10K	–	363
2019 Q2	$10K	Hold	116	–	–	﹤0.01%	253
2019 Q1	$9K	Hold	116	–	–	﹤0.01%	253
2018 Q4	$8K	Hold	116	–	–	﹤0.01%	241
2018 Q3	$8K	Hold	116	–	–	﹤0.01%	255
2018 Q2	$8K	Hold	116	–	–	﹤0.01%	244
2018 Q1	$7K	Hold	116	–	–	﹤0.01%	250
2017 Q4	$8K	Sell	116 -64	-36%	-$4.29K	﹤0.01%	240
2017 Q3	$11K	Hold	180	–	–	﹤0.01%	209
2017 Q2	$11K	Hold	180	–	–	﹤0.01%	189
2017 Q1	$11K	Hold	180	–	–	﹤0.01%	190
2016 Q4	$11K	Sell	180 -51	-22%	-$2.93K	﹤0.01%	206
2016 Q3	$14K	Buy	231 +51	+28%	+$3.18K	﹤0.01%	234
2016 Q2	$12K	Buy	180 +25	+16%	+$1.5K	﹤0.01%	250
2016 Q1	$9K	Hold	155	–	–	﹤0.01%	302
2015 Q4	$8K	Hold	155	–	–	﹤0.01%	248
2015 Q3	$8K	Hold	155	–	–	﹤0.01%	233
2015 Q2	$7K	Buy	+155	New	+$7.44K	﹤0.01%	258

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

NewSquare Capital's WEC Position: Q3 2025 in Review

NewSquare Capital sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 305 shares — an estimated $31.8K sold.

NewSquare Capital first reported a position in WEC in Q2 2015 and held it in 20 quarters. The position peaked at $31.8K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

NewSquare Capital reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 305 WEC Energy shares in Q3 2025, an estimated $31.8K.
NewSquare Capital first reported a position in WEC Energy in Q2 2015 and held it in 20 quarters.
NewSquare Capital's WEC Energy position peaked at $31.8K in Q2 2025.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.