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TCV Trust & Wealth Management’s WEC Energy WEC Stock Holding History

TCV Trust & Wealth Management’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
-2,095
Closed -$218K – 228
2025
Q2 		$218K Hold
2,095
– – 0.02% 202
2025
Q1 		$228K Buy
+2,095
New +$214K 0.02% 191
2024
Q4 		– Sell
-2,095
Closed -$201K – 205
2024
Q3 		$201K Buy
+2,095
New +$186K 0.02% 199

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

TCV Trust & Wealth Management's WEC Position: Q3 2025 in Review

TCV Trust & Wealth Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 2,095 shares — an estimated $218K sold.

TCV Trust & Wealth Management first reported a position in WEC in Q3 2024 and held it in 3 quarters. The position peaked at $228K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • TCV Trust & Wealth Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 2,095 WEC Energy shares in Q3 2025, an estimated $218K.
  • TCV Trust & Wealth Management first reported a position in WEC Energy in Q3 2024 and held it in 3 quarters.
  • TCV Trust & Wealth Management's WEC Energy position peaked at $228K in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.