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Parkworth Wealth Management’s WEC Energy WEC Stock Holding History

Parkworth Wealth 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 		$938 Buy
9
+5
+125% +$532 ﹤0.01% 433
2025
Q1 		$436 Hold
4
– – ﹤0.01% 464
2024
Q4 		$376 Buy
+4
New +$388 ﹤0.01% 519

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 $138M AUM 28.86% 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

Parkworth Wealth Management's WEC Position: Q2 2025 in Review

Parkworth Wealth Management increased its WEC Energy (WEC) stake by 125% in Q2 2025, buying an estimated $532 and bringing the position to 9 shares worth $938. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Parkworth Wealth Management first reported a position in WEC in Q4 2024 and has held it in 3 quarters since. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of WEC Energy worth $938 as of Q2 2025.
  • Parkworth Wealth Management bought 5 WEC Energy shares in Q2 2025, an estimated $532.
  • WEC Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #433 holding.
  • Parkworth Wealth Management first reported a position in WEC Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.