PIA
WEC icon

Pollock Investment Advisors’s WEC Energy WEC Stock Holding History

Pollock Investment 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
Q4 		$1.03M Hold
9,799
– – 0.76% 21
2025
Q3 		$1.12M Hold
9,799
– – 0.88% 18
2025
Q2 		$1.02M Sell
9,799
-1,200
-11% -$128K 0.83% 19
2025
Q1 		$1.2M Hold
10,999
– – 0.97% 16
2024
Q4 		$1.03M Buy
+10,999
New +$1.07M 0.84% 22

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pollock Investment Advisors's WEC Position: Q4 2025 in Review

Pollock Investment Advisors held its WEC Energy (WEC) position steady in Q4 2025 at 9,799 shares worth $1.03M. The position accounts for 0.76% of the portfolio, ranked #21.

Pollock Investment Advisors first reported a position in WEC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Pollock Investment Advisors held 9,799 shares of WEC Energy worth $1.03M as of Q4 2025.
  • Pollock Investment Advisors left its WEC Energy share count unchanged in Q4 2025.
  • WEC Energy made up 0.76% of Pollock Investment Advisors's portfolio in Q4 2025, its #21 holding.
  • Pollock Investment Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 5 quarters since.
  • Pollock Investment Advisors's WEC Energy position peaked at $1.2M in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.