PA
WEC icon

Prossimo Advisors’s WEC Energy WEC Stock Holding History

Prossimo 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 		– Sell
-3,294
Closed -$343K – 126
2025
Q2 		$343K Sell
3,294
-1,720
-34% -$183K 0.28% 92
2025
Q1 		$546K Buy
5,014
+588
+13% +$60.1K 0.41% 76
2024
Q4 		$416K Buy
4,426
+43
+1% +$4.17K 0.3% 99
2024
Q3 		$422K Buy
4,383
+420
+11% +$37.2K 0.31% 97
2024
Q2 		$311K Buy
+3,963
New +$322K 0.28% 104

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

Prossimo Advisors's WEC Position: Q3 2025 in Review

Prossimo Advisors sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 3,294 shares — an estimated $343K sold.

Prossimo Advisors first reported a position in WEC in Q2 2024 and held it in 5 quarters. The position peaked at $546K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Prossimo Advisors reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 3,294 WEC Energy shares in Q3 2025, an estimated $343K.
  • Prossimo Advisors first reported a position in WEC Energy in Q2 2024 and held it in 5 quarters.
  • Prossimo Advisors's WEC Energy position peaked at $546K in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.