Sittner & Nelson’s WEC Energy WEC Stock Holding History

Sittner & Nelson’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	-107	Closed	-$11.1K	–	513
2025 Q2	$11.1K	Hold	107	–	–	﹤0.01%	368
2025 Q1	$11.6K	Hold	107	–	–	0.01%	359
2024 Q4	$10K	Hold	107	–	–	﹤0.01%	349
2024 Q3	$10.2K	Hold	107	–	–	﹤0.01%	343
2024 Q2	$8.36K	Hold	107	–	–	﹤0.01%	358
2024 Q1	$8.75K	Hold	107	–	–	﹤0.01%	357
2023 Q4	$8.96K	Sell	107 -350	-77%	-$28.8K	﹤0.01%	352
2023 Q3	$36.8K	Hold	457	–	–	0.02%	231
2023 Q2	$40.3K	Hold	457	–	–	0.02%	232
2023 Q1	$43.3K	Hold	457	–	–	0.02%	236
2022 Q4	$42.8K	Hold	457	–	–	0.03%	233
2022 Q3	$41K	Hold	457	–	–	0.03%	227
2022 Q2	$46K	Sell	457 -106	-19%	-$10.7K	0.03%	225
2022 Q1	$56K	Sell	563 -107	-16%	-$10.1K	0.03%	201
2021 Q4	$65K	Hold	670	–	–	0.04%	184
2021 Q3	$59K	Hold	670	–	–	0.04%	178
2021 Q2	$60K	Hold	670	–	–	0.04%	160
2021 Q1	$63K	Sell	670 -106	-14%	-$9.24K	0.05%	157
2020 Q4	$71K	Buy	+776	New	+$75.5K	0.06%	138

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 $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sittner & Nelson's WEC Position: Q3 2025 in Review

Sittner & Nelson sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 107 shares — an estimated $11.1K sold.

Sittner & Nelson first reported a position in WEC in Q4 2020 and held it in 19 quarters. The position peaked at $71K in Q4 2020. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Sittner & Nelson reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
Sittner & Nelson sold 107 WEC Energy shares in Q3 2025, an estimated $11.1K.
Sittner & Nelson first reported a position in WEC Energy in Q4 2020 and held it in 19 quarters.
Sittner & Nelson's WEC Energy position peaked at $71K in Q4 2020.
1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Sittner & Nelson's 13F filing for Q3 2025, filed 14 Nov 2025.