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Total Investment Management’s WEC Energy WEC Stock Holding History

Total Investment 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
-82
Closed -$8.51K – 845
2025
Q2 		$8.51K Buy
+82
New +$8.72K ﹤0.01% 358

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

Total Investment Management's WEC Position: Q3 2025 in Review

Total Investment Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 82 shares — an estimated $8.51K sold.

Total Investment Management first reported a position in WEC in Q2 2025 and held it in 1 quarter. The position peaked at $8.51K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Total Investment Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 82 WEC Energy shares in Q3 2025, an estimated $8.51K.
  • Total Investment Management first reported a position in WEC Energy in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's WEC Energy position peaked at $8.51K in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.