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Procyon Advisors’s WEC Energy WEC Stock Holding History

Procyon 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
Q2 		– Sell
-2,840
Closed -$310K – 614
2025
Q1 		$310K Sell
2,840
-638
-18% -$65.2K 0.02% 484
2024
Q4 		$327K Buy
3,478
+411
+13% +$39.8K 0.02% 420
2024
Q3 		$295K Buy
+3,067
New +$272K 0.02% 451
2020
Q3 		– Sell
-212
Closed -$19K – 1053
2020
Q2 		$19K Buy
212
+6
+3% +$541 0.01% 550
2020
Q1 		$18K Sell
206
-117
-36% -$11.3K 0.01% 503
2019
Q4 		$30K Buy
+323
New +$29.4K 0.02% 431

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 $134M AUM 21.11% 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

Procyon Advisors's WEC Position: Q2 2025 in Review

Procyon Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 2,840 shares — an estimated $310K sold.

Procyon Advisors first reported a position in WEC in Q4 2019 and held it in 6 quarters. The position peaked at $327K in Q4 2024. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Procyon Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 2,840 WEC Energy shares in Q2 2025, an estimated $310K.
  • Procyon Advisors first reported a position in WEC Energy in Q4 2019 and held it in 6 quarters.
  • Procyon Advisors's WEC Energy position peaked at $327K in Q4 2024.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.