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Pineridge Advisors’s WEC Energy WEC Stock Holding History

Pineridge Advisors’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 		$2.13K Buy
19
+1
+6% +$108 ﹤0.01% 367
2025
Q2 		$1.92K Hold
18
– – ﹤0.01% 420
2025
Q1 		$1.99K Hold
18
– – ﹤0.01% 414
2024
Q4 		$1.71K Hold
18
– – ﹤0.01% 495
2024
Q3 		$1.73K Hold
18
– – ﹤0.01% 465
2024
Q2 		$1.41K Hold
18
– – ﹤0.01% 506
2024
Q1 		$1.48K Hold
18
– – ﹤0.01% 488
2023
Q4 		$1.51K Buy
+18
New +$1.48K ﹤0.01% 654

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

Pineridge Advisors's WEC Position: Q3 2025 in Review

Pineridge Advisors increased its WEC Energy (WEC) stake by 5.6% in Q3 2025, buying an estimated $108 and bringing the position to 19 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Pineridge Advisors first reported a position in WEC in Q4 2023 and has held it in 8 quarters since. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Pineridge Advisors held 19 shares of WEC Energy worth $2.13K as of Q3 2025.
  • Pineridge Advisors bought 1 WEC Energy share in Q3 2025, an estimated $108.
  • WEC Energy made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #367 holding.
  • Pineridge Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 8 quarters since.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.