Stanley-Laman Group’s WEC Energy WEC Stock Holding History

Stanley-Laman 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	–	Sell	-2,735	Closed	-$285K	–	323
2025 Q2	$285K	Buy	2,735 +373	+16%	+$39.7K	0.04%	242
2025 Q1	$257K	Buy	2,362 +46	+2%	+$4.7K	0.04%	246
2024 Q4	$218K	Sell	2,316 -44	-2%	-$4.27K	0.03%	270
2024 Q3	$227K	Buy	+2,360	New	+$209K	0.03%	268
2018 Q1	–	Sell	-37,263	Closed	-$2.48M	–	280
2017 Q4	$2.48M	Buy	37,263 +188	+0.5%	+$12.6K	0.53%	60
2017 Q3	$2.33M	Sell	37,075 -1,749	-5%	-$112K	0.62%	58
2017 Q2	$2.38M	Buy	+38,824	New	+$2.4M	0.65%	64
2016 Q2	–	Sell	-7,791	Closed	-$468K	–	338
2016 Q1	$468K	Sell	7,791 -17,832	-70%	-$998K	0.09%	173
2015 Q4	$1.31M	Buy	25,623 +11,641	+83%	+$594K	0.23%	118
2015 Q3	$730K	Buy	+13,982	New	+$680K	0.15%	158

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

Stanley-Laman Group's WEC Position: Q3 2025 in Review

Stanley-Laman Group sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 2,735 shares — an estimated $285K sold.

Stanley-Laman Group first reported a position in WEC in Q3 2015 and held it in 10 quarters. The position peaked at $2.48M in Q4 2017. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Stanley-Laman Group reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
Stanley-Laman Group sold 2,735 WEC Energy shares in Q3 2025, an estimated $285K.
Stanley-Laman Group first reported a position in WEC Energy in Q3 2015 and held it in 10 quarters.
Stanley-Laman Group's WEC Energy position peaked at $2.48M in Q4 2017.
1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.