SteelPeak Wealth’s WEC Energy WEC Stock Holding History

SteelPeak Wealth’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 Q4	–	Sell	-26,489	Closed	-$3.04M	–	657
2025 Q3	$3.04M	Buy	+26,489	New	+$2.87M	0.1%	156

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 $3.38T AUM 44.17% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SteelPeak Wealth's WEC Position: Q4 2025 in Review

SteelPeak Wealth sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 26,489 shares — an estimated $3.04M sold.

SteelPeak Wealth first reported a position in WEC in Q3 2025 and held it in 1 quarter. The position peaked at $3.04M in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

SteelPeak Wealth reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 26,489 WEC Energy shares in Q4 2025, an estimated $3.04M.
SteelPeak Wealth first reported a position in WEC Energy in Q3 2025 and held it in 1 quarter.
SteelPeak Wealth's WEC Energy position peaked at $3.04M in Q3 2025.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.