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Sonora Investment Management Group’s WEC Energy WEC Stock Holding History

Sonora Investment Management 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
Q3 		$342K Sell
2,981
-111
-4% -$12K 0.02% 213
2025
Q2 		$322K Buy
3,092
+125
+4% +$13.3K 0.02% 215
2025
Q1 		$323K Sell
2,967
-35
-1% -$3.58K 0.03% 214
2024
Q4 		$282K Buy
3,002
+53
+2% +$5.14K 0.02% 224
2024
Q3 		$284K Buy
+2,949
New +$261K 0.02% 227

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Sonora Investment Management Group's WEC Position: Q3 2025 in Review

Sonora Investment Management Group reduced its WEC Energy (WEC) stake by 3.6% in Q3 2025, selling an estimated $12K and leaving 2,981 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #213.

Sonora Investment Management Group first reported a position in WEC in Q3 2024 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Sonora Investment Management Group held 2,981 shares of WEC Energy worth $342K as of Q3 2025.
  • Sonora Investment Management Group sold 111 WEC Energy shares in Q3 2025, an estimated $12K.
  • WEC Energy made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #213 holding.
  • Sonora Investment Management Group first reported a position in WEC Energy in Q3 2024 and has held it in 5 quarters since.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.