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PFG Private Wealth Management’s WEC Energy WEC Stock Holding History

PFG Private 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 		– Sell
-72
Closed -$7.85K – 253
2025
Q1 		$7.85K Buy
+72
New +$7.35K ﹤0.01% 166

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

PFG Private Wealth Management's WEC Position: Q2 2025 in Review

PFG Private Wealth Management sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 72 shares — an estimated $7.85K sold.

PFG Private Wealth Management first reported a position in WEC in Q1 2025 and held it in 1 quarter. The position peaked at $7.85K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • PFG Private Wealth Management reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 72 WEC Energy shares in Q2 2025, an estimated $7.85K.
  • PFG Private Wealth Management first reported a position in WEC Energy in Q1 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's WEC Energy position peaked at $7.85K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.