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Perpetual Ltd’s WEC Energy WEC Stock Holding History

Perpetual Ltd’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
-1,943
Closed -$202K – 455
2025
Q2 		$202K Hold
1,943
– – ﹤0.01% 415
2025
Q1 		$212K Buy
+1,943
New +$198K ﹤0.01% 405
2020
Q3 		$206K Hold
2,123
– – 0.01% 263
2020
Q2 		$186K Buy
+2,123
New +$192K 0.02% 195
2019
Q4 		– Sell
-2,123
Closed -$202K – 175
2019
Q3 		$202K Buy
+2,123
New +$191K 0.03% 162

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perpetual Ltd's WEC Position: Q3 2025 in Review

Perpetual Ltd sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 1,943 shares — an estimated $202K sold.

Perpetual Ltd first reported a position in WEC in Q3 2019 and held it in 5 quarters. The position peaked at $212K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Perpetual Ltd reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Perpetual Ltd sold 1,943 WEC Energy shares in Q3 2025, an estimated $202K.
  • Perpetual Ltd first reported a position in WEC Energy in Q3 2019 and held it in 5 quarters.
  • Perpetual Ltd's WEC Energy position peaked at $212K in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.