SPC Financial Inc’s WEC Energy WEC Stock Holding History

SPC Financial Inc’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	$830K	Hold	7,242	–	–	0.06%	128
2025 Q2	$755K	Hold	7,242	–	–	0.06%	137
2025 Q1	$789K	Buy	7,242 +663	+10%	+$67.7K	0.07%	132
2024 Q4	$619K	Hold	6,579	–	–	0.05%	146
2024 Q3	$633K	Buy	6,579 +300	+5%	+$26.6K	0.06%	146
2024 Q2	$493K	Buy	6,279 +29	+0.5%	+$2.36K	0.05%	159
2024 Q1	$513K	Hold	6,250	–	–	0.05%	152
2023 Q4	$526K	Buy	6,250 +1,000	+19%	+$82.3K	0.05%	141
2023 Q3	$423K	Sell	5,250 -12	-0.2%	-$1.04K	0.05%	152
2023 Q2	$464K	Hold	5,262	–	–	0.05%	145
2023 Q1	$499K	Buy	5,262 +12	+0.2%	+$1.11K	0.06%	132
2022 Q4	$492K	Hold	5,250	–	–	0.06%	129
2022 Q3	$470K	Sell	5,250 -200	-4%	-$20.4K	0.06%	126
2022 Q2	$548K	Sell	5,450 -200	-4%	-$20.3K	0.07%	123
2022 Q1	$564K	Hold	5,650	–	–	0.07%	118
2021 Q4	$548K	Buy	5,650 +100	+2%	+$9.14K	0.06%	117
2021 Q3	$490K	Sell	5,550 -200	-3%	-$18.8K	0.06%	114
2021 Q2	$511K	Sell	5,750 -550	-9%	-$51.8K	0.06%	110
2021 Q1	$590K	Sell	6,300 -125	-2%	-$10.9K	0.08%	93
2020 Q4	$591K	Sell	6,425 -744	-10%	-$72.4K	0.08%	95
2020 Q3	$695K	Buy	7,169 +300	+4%	+$28K	0.12%	79
2020 Q2	$602K	Hold	6,869	–	–	0.13%	79
2020 Q1	$605K	Sell	6,869 -200	-3%	-$19.2K	0.15%	78
2019 Q4	$652K	Buy	7,069 +394	+6%	+$35.9K	0.12%	80
2019 Q3	$635K	Hold	6,675	–	–	0.13%	79
2019 Q2	$556K	Hold	6,675	–	–	0.11%	89
2019 Q1	$528K	Hold	6,675	–	–	0.11%	89
2018 Q4	$462K	Hold	6,675	–	–	0.13%	84
2018 Q3	$446K	Hold	6,675	–	–	0.09%	92
2018 Q2	$432K	Hold	6,675	–	–	0.09%	96
2018 Q1	$419K	Hold	6,675	–	–	0.1%	92
2017 Q4	$443K	Hold	6,675	–	–	0.1%	88
2017 Q3	$419K	Hold	6,675	–	–	0.1%	86
2017 Q2	$410K	Hold	6,675	–	–	0.11%	80
2017 Q1	$405K	Hold	6,675	–	–	0.11%	84
2016 Q4	$391K	Hold	6,675	–	–	0.12%	85
2016 Q3	$400K	Hold	6,675	–	–	0.13%	91
2016 Q2	$436K	Hold	6,675	–	–	0.16%	86
2016 Q1	$401K	Hold	6,675	–	–	0.15%	84
2015 Q4	$342K	Hold	6,675	–	–	0.13%	87
2015 Q3	$349K	Sell	6,675 -100	-1%	-$4.86K	0.15%	87
2015 Q2	$305K	Sell	6,775 -56,803	-89%	-$2.73M	0.09%	92
2015 Q1	$3.15M	Sell	63,578 -850	-1%	-$44.5K	0.86%	39
2014 Q4	$3.4M	Sell	64,428 -150	-0.2%	-$7.36K	0.99%	33
2014 Q3	$2.78M	Buy	64,578 +18,281	+39%	+$812K	0.81%	41
2014 Q2	$2.17M	Buy	46,297 +2,000	+5%	+$92.9K	0.61%	49
2014 Q1	$2.06M	Sell	44,297 -200	-0.4%	-$8.62K	0.63%	50
2013 Q4	$1.84M	Buy	44,497 +1,400	+3%	+$58.1K	0.58%	48
2013 Q3	$1.74M	Sell	43,097 -400	-0.9%	-$16.7K	0.62%	46
2013 Q2	$1.78M	Buy	+43,497	New	+$1.84M	0.69%	41

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPC Financial Inc's WEC Position: Q3 2025 in Review

SPC Financial Inc held its WEC Energy (WEC) position steady in Q3 2025 at 7,242 shares worth $830K. The position accounts for 0.06% of the portfolio, ranked #128.

SPC Financial Inc first reported a position in WEC in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.4M in Q4 2014. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

SPC Financial Inc held 7,242 shares of WEC Energy worth $830K as of Q3 2025.
SPC Financial Inc left its WEC Energy share count unchanged in Q3 2025.
WEC Energy made up 0.06% of SPC Financial Inc's portfolio in Q3 2025, its #128 holding.
SPC Financial Inc first reported a position in WEC Energy in Q2 2013 and has held it in 50 quarters since.
SPC Financial Inc's WEC Energy position peaked at $3.4M in Q4 2014.
1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.