Rise Advisors’s WEC Energy WEC Stock Holding History

Rise 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 Q4	–	Sell	-377	Closed	-$43.2K	–	1421
2025 Q3	$43.2K	Buy	377 +5	+1%	+$542	0.02%	281
2025 Q2	$38.8K	Buy	372 +224	+151%	+$23.8K	0.02%	289
2025 Q1	$16.1K	Buy	+148	New	+$15.1K	0.01%	640

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rise Advisors's WEC Position: Q4 2025 in Review

Rise Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 377 shares — an estimated $43.2K sold.

Rise Advisors first reported a position in WEC in Q1 2025 and held it in 3 quarters. The position peaked at $43.2K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Rise Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 377 WEC Energy shares in Q4 2025, an estimated $43.2K.
Rise Advisors first reported a position in WEC Energy in Q1 2025 and held it in 3 quarters.
Rise Advisors's WEC Energy position peaked at $43.2K in Q3 2025.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.