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Silicon Valley Capital Partners’s WEC Energy WEC Stock Holding History

Silicon Valley Capital Partners’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
-55
Closed -$5.73K – 351
2025
Q2 		$5.73K Buy
+55
New +$5.85K ﹤0.01% 239

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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

Silicon Valley Capital Partners's WEC Position: Q3 2025 in Review

Silicon Valley Capital Partners sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 55 shares — an estimated $5.73K sold.

Silicon Valley Capital Partners first reported a position in WEC in Q2 2025 and held it in 1 quarter. The position peaked at $5.73K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Silicon Valley Capital Partners reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 55 WEC Energy shares in Q3 2025, an estimated $5.73K.
  • Silicon Valley Capital Partners first reported a position in WEC Energy in Q2 2025 and held it in 1 quarter.
  • Silicon Valley Capital Partners's WEC Energy position peaked at $5.73K in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2025, filed 17 Nov 2025.