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Northwest Capital Management’s WEC Energy WEC Stock Holding History

Northwest Capital 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
Q2 		– Sell
-27
Closed -$2.94K – 446
2025
Q1 		$2.94K Hold
27
– – ﹤0.01% 379
2024
Q4 		$2.54K Sell
27
-68
-72% -$6.59K ﹤0.01% 382
2024
Q3 		$9.11K Hold
95
– – ﹤0.01% 332
2024
Q2 		$7.43K Hold
95
– – ﹤0.01% 335
2024
Q1 		$7.78K Buy
95
+1
+1% +$80 ﹤0.01% 408
2023
Q4 		$7.91K Buy
94
+1
+1% +$82 ﹤0.01% 397
2023
Q3 		$7.53K Hold
93
– – ﹤0.01% 385
2023
Q2 		$8.19K Buy
+93
New +$8.59K ﹤0.01% 391

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Capital Management's WEC Position: Q2 2025 in Review

Northwest Capital Management sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 27 shares — an estimated $2.94K sold.

Northwest Capital Management first reported a position in WEC in Q2 2023 and held it in 8 quarters. The position peaked at $9.11K in Q3 2024. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Northwest Capital Management reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Northwest Capital Management sold 27 WEC Energy shares in Q2 2025, an estimated $2.94K.
  • Northwest Capital Management first reported a position in WEC Energy in Q2 2023 and held it in 8 quarters.
  • Northwest Capital Management's WEC Energy position peaked at $9.11K in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.