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Stephens Consulting’s WEC Energy WEC Stock Holding History

Stephens Consulting’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
-553
Closed -$57.6K – 1169
2025
Q2 		$57.6K Buy
553
+9
+2% +$958 0.01% 182
2025
Q1 		$59.3K Buy
544
+316
+139% +$32.3K 0.01% 175
2024
Q4 		$21.4K Hold
228
– – 0.01% 273
2024
Q3 		$21.9K Hold
228
– – 0.01% 254
2024
Q2 		$17.9K Hold
228
– – 0.01% 275
2024
Q1 		$18.7K Hold
228
– – 0.01% 258
2023
Q4 		$19.2K Hold
228
– – 0.01% 252
2023
Q3 		$18.4K Hold
228
– – 0.01% 253
2023
Q2 		$20.1K Hold
228
– – 0.01% 240
2023
Q1 		$21.6K Buy
+228
New +$21.1K 0.01% 239

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 $3.38T AUM 44.17% 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

Stephens Consulting's WEC Position: Q3 2025 in Review

Stephens Consulting sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 553 shares — an estimated $57.6K sold.

Stephens Consulting first reported a position in WEC in Q1 2023 and held it in 10 quarters. The position peaked at $59.3K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Stephens Consulting reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 553 WEC Energy shares in Q3 2025, an estimated $57.6K.
  • Stephens Consulting first reported a position in WEC Energy in Q1 2023 and held it in 10 quarters.
  • Stephens Consulting's WEC Energy position peaked at $59.3K in Q1 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.