RI
WEC icon

Ridgewood Investments’s WEC Energy WEC Stock Holding History

Ridgewood Investments’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
-128
Closed -$13.3K – 698
2025
Q2 		$13.3K Sell
128
-1,599
-93% -$170K 0.01% 481
2025
Q1 		$188K Hold
1,727
– – 0.09% 186
2024
Q4 		$162K Sell
1,727
-500
-22% -$48.5K 0.08% 189
2024
Q3 		$214K Sell
2,227
-269
-11% -$23.8K 0.11% 163
2024
Q2 		$196K Buy
+2,496
New +$203K 0.1% 175
2023
Q3 		– Sell
-48
Closed -$4.21K – 776
2023
Q2 		$4.21K Hold
48
– – ﹤0.01% 619
2023
Q1 		$4.52K Buy
+48
New +$4.44K ﹤0.01% 608
2019
Q1 		– Sell
-5,486
Closed -$366K – 202
2018
Q4 		$366K Hold
5,486
– – 0.29% 99
2018
Q3 		$366K Hold
5,486
– – 0.29% 100
2018
Q2 		$355K Buy
5,486
+294
+6% +$18.3K 0.32% 98
2018
Q1 		$326K Buy
5,192
+437
+9% +$27.1K 0.3% 103
2017
Q4 		$316K Hold
4,755
– – 0.28% 105
2017
Q3 		$299K Sell
4,755
-141
-3% -$8.99K 0.29% 103
2017
Q2 		$301K Sell
4,896
-132
-3% -$8.15K 0.3% 100
2017
Q1 		$305K Buy
5,028
+599
+14% +$35.3K 0.33% 90
2016
Q4 		$259K Buy
+4,429
New +$254K 0.31% 89

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 $3.38T AUM 44.17% 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

Ridgewood Investments's WEC Position: Q3 2025 in Review

Ridgewood Investments sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 128 shares — an estimated $13.3K sold.

Ridgewood Investments first reported a position in WEC in Q4 2016 and held it in 16 quarters. The position peaked at $366K in Q4 2018. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Ridgewood Investments reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 128 WEC Energy shares in Q3 2025, an estimated $13.3K.
  • Ridgewood Investments first reported a position in WEC Energy in Q4 2016 and held it in 16 quarters.
  • Ridgewood Investments's WEC Energy position peaked at $366K in Q4 2018.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.