SMF
WEC icon

Scott Marsh Financial’s WEC Energy WEC Stock Holding History

Scott Marsh Financial’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 		$233K Buy
+2,232
New +$237K 0.09% 224

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

Scott Marsh Financial's WEC Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in WEC Energy (WEC) in Q2 2025: 2,232 shares worth $233K. The stake represents 0.09% of the portfolio and ranks #224 among its holdings.

1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Scott Marsh Financial held 2,232 shares of WEC Energy worth $233K as of Q2 2025.
  • WEC Energy was a new Scott Marsh Financial position in Q2 2025.
  • WEC Energy made up 0.09% of Scott Marsh Financial's portfolio in Q2 2025, its #224 holding.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.