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Trifecta Capital Advisors’s WEC Energy WEC Stock Holding History

Trifecta Capital Advisors’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
-34
Closed -$3.9K – 443
2025
Q3 		$3.9K Hold
34
– – ﹤0.01% 281
2025
Q2 		$3.54K Hold
34
– – ﹤0.01% 289
2025
Q1 		$3.71K Hold
34
– – ﹤0.01% 254
2024
Q4 		$3.2K Hold
34
– – ﹤0.01% 258
2024
Q3 		$3.27K Hold
34
– – ﹤0.01% 266
2024
Q2 		$2.67K Hold
34
– – ﹤0.01% 279
2024
Q1 		$2.79K Hold
34
– – ﹤0.01% 270
2023
Q4 		$2.86K Hold
34
– – ﹤0.01% 291
2023
Q3 		$2.74K Hold
34
– – ﹤0.01% 274
2023
Q2 		$3K Hold
34
– – ﹤0.01% 259
2023
Q1 		$3.22K Hold
34
– – ﹤0.01% 257
2022
Q4 		$3.19K Buy
+34
New +$3.14K ﹤0.01% 253

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trifecta Capital Advisors's WEC Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 34 shares — an estimated $3.9K sold.

Trifecta Capital Advisors first reported a position in WEC in Q4 2022 and held it in 12 quarters. The position peaked at $3.9K in Q3 2025. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 34 WEC Energy shares in Q4 2025, an estimated $3.9K.
  • Trifecta Capital Advisors first reported a position in WEC Energy in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's WEC Energy position peaked at $3.9K in Q3 2025.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.