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Richards, Merrill & Peterson’s WEC Energy WEC Stock Holding History

Richards, Merrill & Peterson’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
-450
Closed -$49K – 473
2025
Q1 		$49K Hold
450
– – 0.03% 253
2024
Q4 		$42.3K Buy
+450
New +$43.6K 0.02% 253

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 $138M AUM 28.86% 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

Richards, Merrill & Peterson's WEC Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 450 shares — an estimated $49K sold.

Richards, Merrill & Peterson first reported a position in WEC in Q4 2024 and held it in 2 quarters. The position peaked at $49K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 450 WEC Energy shares in Q2 2025, an estimated $49K.
  • Richards, Merrill & Peterson first reported a position in WEC Energy in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's WEC Energy position peaked at $49K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.