SageView Advisory Group’s WEC Energy WEC Stock Holding History

SageView Advisory Group’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	$407K	Sell	3,862 -379	-9%	-$42K	0.01%	403
2025 Q3	$486K	Sell	4,241 -175	-4%	-$19K	0.02%	387
2025 Q2	$475K	Sell	4,416 -829	-16%	-$88.2K	0.02%	383
2025 Q1	$572K	Sell	5,245 -279	-5%	-$28.5K	0.02%	319
2024 Q4	$519K	Buy	5,524 +134	+2%	+$13K	0.02%	337
2024 Q3	$518K	Sell	5,390 -2,495	-32%	-$221K	0.03%	297
2024 Q2	$619K	Buy	+7,885	New	+$641K	0.03%	301
2024 Q1	–	Sell	-9,123	Closed	-$737K	–	829
2023 Q4	$737K	Buy	+9,123	New	+$751K	0.03%	316

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's WEC Position: Q4 2025 in Review

SageView Advisory Group reduced its WEC Energy (WEC) stake by 8.9% in Q4 2025, selling an estimated $42K and leaving 3,862 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #403.

SageView Advisory Group first reported a position in WEC in Q4 2023 and has held it in 8 quarters since. The position peaked at $737K in Q4 2023. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

SageView Advisory Group held 3,862 shares of WEC Energy worth $407K as of Q4 2025.
SageView Advisory Group sold 379 WEC Energy shares in Q4 2025, an estimated $42K.
WEC Energy made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #403 holding.
SageView Advisory Group first reported a position in WEC Energy in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's WEC Energy position peaked at $737K in Q4 2023.
1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.