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Ruedi Wealth Management’s WEC Energy WEC Stock Holding History

Ruedi Wealth Management’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
-34
Closed -$3.71K – 325
2025
Q1 		$3.71K Hold
34
– – ﹤0.01% 235
2024
Q4 		$3.2K Hold
34
– – ﹤0.01% 242
2024
Q3 		$3.27K Sell
34
-34
-50% -$3.01K ﹤0.01% 247
2024
Q2 		$5.33K Buy
+68
New +$5.52K ﹤0.01% 243

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

Ruedi Wealth Management's WEC Position: Q2 2025 in Review

Ruedi Wealth Management sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 34 shares — an estimated $3.71K sold.

Ruedi Wealth Management first reported a position in WEC in Q2 2024 and held it in 4 quarters. The position peaked at $5.33K in Q2 2024. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Ruedi Wealth Management reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 34 WEC Energy shares in Q2 2025, an estimated $3.71K.
  • Ruedi Wealth Management first reported a position in WEC Energy in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's WEC Energy position peaked at $5.33K in Q2 2024.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.