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PSI Advisors’s WEC Energy WEC Stock Holding History

PSI 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
-8
Closed -$872 – 694
2025
Q1 		$872 Hold
8
– – ﹤0.01% 653
2024
Q4 		$752 Hold
8
– – ﹤0.01% 796
2024
Q3 		$769 Hold
8
– – ﹤0.01% 794
2024
Q2 		$628 Hold
8
– – ﹤0.01% 781
2024
Q1 		$657 Hold
8
– – ﹤0.01% 724
2023
Q4 		$673 Hold
8
– – ﹤0.01% 785
2023
Q3 		$644 Hold
8
– – ﹤0.01% 767
2023
Q2 		$706 Hold
8
– – ﹤0.01% 754
2023
Q1 		$758 Hold
8
– – ﹤0.01% 692
2022
Q4 		$750 Hold
8
– – ﹤0.01% 685
2022
Q3 		$1K Buy
+8
New +$817 ﹤0.01% 735
2022
Q2 		– Sell
-8
Closed -$1K – 864
2022
Q1 		$1K Hold
8
– – ﹤0.01% 707
2021
Q4 		$1K Buy
+8
New +$731 ﹤0.01% 747

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

PSI Advisors's WEC Position: Q2 2025 in Review

PSI Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 8 shares — an estimated $872 sold.

PSI Advisors first reported a position in WEC in Q4 2021 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • PSI Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 8 WEC Energy shares in Q2 2025, an estimated $872.
  • PSI Advisors first reported a position in WEC Energy in Q4 2021 and held it in 13 quarters.
  • PSI Advisors's WEC Energy position peaked at $1K in Q3 2022.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.