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Ransom Advisory’s WEC Energy WEC Stock Holding History

Ransom Advisory’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 		$538K Buy
5,105
+55
+1% +$6.09K 0.21% 77
2025
Q3 		$579K Hold
5,050
– – 0.26% 63
2025
Q2 		$526K Sell
5,050
-1,200
-19% -$128K 0.25% 69
2025
Q1 		$681K Hold
6,250
– – 0.34% 64
2024
Q4 		$588K Hold
6,250
– – 0.27% 70
2024
Q3 		$601K Buy
6,250
+132
+2% +$11.7K 0.28% 70
2024
Q2 		$480K Buy
6,118
+100
+2% +$8.12K 0.24% 79
2024
Q1 		$494K Buy
+6,018
New +$484K 0.26% 81

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

Ransom Advisory's WEC Position: Q4 2025 in Review

Ransom Advisory increased its WEC Energy (WEC) stake by 1.1% in Q4 2025, buying an estimated $6.09K and bringing the position to 5,105 shares worth $538K. The position accounts for 0.21% of the portfolio, ranked #77.

Ransom Advisory first reported a position in WEC in Q1 2024 and has held it in 8 quarters since. The position peaked at $681K in Q1 2025. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Ransom Advisory held 5,105 shares of WEC Energy worth $538K as of Q4 2025.
  • Ransom Advisory bought 55 WEC Energy shares in Q4 2025, an estimated $6.09K.
  • WEC Energy made up 0.21% of Ransom Advisory's portfolio in Q4 2025, its #77 holding.
  • Ransom Advisory first reported a position in WEC Energy in Q1 2024 and has held it in 8 quarters since.
  • Ransom Advisory's WEC Energy position peaked at $681K in Q1 2025.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.