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Orion Portfolio Solutions’s WEC Energy WEC Stock Holding History

Orion Portfolio Solutions’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 		$5.59M Buy
51,259
+630
+1% +$64.3K 0.05% 319
2024
Q4 		$4.76M Buy
50,629
+2,492
+5% +$242K 0.05% 342
2024
Q3 		$4.63M Buy
48,137
+1,821
+4% +$161K 0.05% 351
2024
Q2 		$3.63M Buy
46,316
+1,567
+4% +$127K 0.04% 405
2024
Q1 		$3.67M Buy
44,749
+13,504
+43% +$1.09M 0.04% 414
2023
Q4 		$2.67M Sell
31,245
-4,912
-14% -$405K 0.03% 495
2023
Q3 		$2.91M Sell
36,157
-1,597
-4% -$139K 0.04% 456
2023
Q2 		$3.33M Buy
37,754
+6,575
+21% +$607K 0.04% 446
2023
Q1 		$2.96M Buy
31,179
+26,470
+562% +$2.45M 0.04% 432
2022
Q4 		$442K Buy
4,709
+317
+7% +$29.3K 0.02% 531
2022
Q3 		$393K Sell
4,392
-1,068
-20% -$109K 0.02% 494
2022
Q2 		$549K Buy
5,460
+20
+0.4% +$2.03K 0.02% 373
2022
Q1 		$543K Sell
5,440
-360
-6% -$34K 0.02% 399
2021
Q4 		$563K Sell
5,800
-572
-9% -$52.3K 0.02% 396
2021
Q3 		$562K Sell
6,372
-363
-5% -$34K 0.02% 366
2021
Q2 		$599K Buy
6,735
+100
+2% +$9.42K 0.02% 324
2021
Q1 		$621K Buy
6,635
+195
+3% +$17K 0.03% 279
2020
Q4 		$593K Sell
6,440
-50
-0.8% -$4.87K 0.03% 270
2020
Q3 		$629K Buy
6,490
+95
+1% +$8.85K 0.03% 228
2020
Q2 		$561K Sell
6,395
-1,492
-19% -$135K 0.03% 221
2020
Q1 		$695K Buy
7,887
+61
+0.8% +$5.87K 0.05% 164
2019
Q4 		$722K Buy
+7,826
New +$714K 0.06% 169

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

Orion Portfolio Solutions's WEC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its WEC Energy (WEC) stake by 1.2% in Q1 2025, buying an estimated $64.3K and bringing the position to 51,259 shares worth $5.59M. The position accounts for 0.05% of the portfolio, ranked #319.

Orion Portfolio Solutions first reported a position in WEC in Q4 2019 and has held it in 22 quarters since. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Orion Portfolio Solutions held 51,259 shares of WEC Energy worth $5.59M as of Q1 2025.
  • Orion Portfolio Solutions bought 630 WEC Energy shares in Q1 2025, an estimated $64.3K.
  • WEC Energy made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #319 holding.
  • Orion Portfolio Solutions first reported a position in WEC Energy in Q4 2019 and has held it in 22 quarters since.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.