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ORG Partners’s WEC Energy WEC Stock Holding History

ORG Partners’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
Q4 		$34.3K Sell
325
-44
-12% -$4.87K 0.01% 659
2025
Q3 		$42.3K Buy
369
+41
+13% +$4.44K 0.01% 624
2025
Q2 		$34.4K Buy
328
+130
+66% +$13.8K 0.01% 630
2025
Q1 		$21.6K Buy
198
+166
+519% +$17K 0.01% 669
2024
Q4 		$3.01K Hold
32
– – ﹤0.01% 1058
2024
Q3 		$3.08K Buy
+32
New +$2.84K ﹤0.01% 925
2024
Q1 		– Sell
-63
Closed -$5.38K – 1122
2023
Q4 		$5.38K Buy
+63
New +$5.19K ﹤0.01% 838
2023
Q3 		– Sell
-63
Closed -$5.65K – 1609
2023
Q2 		$5.65K Buy
+63
New +$5.82K ﹤0.01% 1054

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ORG Partners's WEC Position: Q4 2025 in Review

ORG Partners reduced its WEC Energy (WEC) stake by 12% in Q4 2025, selling an estimated $4.87K and leaving 325 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #659.

ORG Partners first reported a position in WEC in Q2 2023 and has held it in 8 quarters since. The position peaked at $42.3K in Q3 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • ORG Partners held 325 shares of WEC Energy worth $34.3K as of Q4 2025.
  • ORG Partners sold 44 WEC Energy shares in Q4 2025, an estimated $4.87K.
  • WEC Energy made up 0.01% of ORG Partners's portfolio in Q4 2025, its #659 holding.
  • ORG Partners first reported a position in WEC Energy in Q2 2023 and has held it in 8 quarters since.
  • ORG Partners's WEC Energy position peaked at $42.3K in Q3 2025.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.