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TruNorth Capital Management’s WEC Energy WEC Stock Holding History

TruNorth Capital 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
Q4 		– Sell
-690
Closed -$79.1K – 390
2025
Q3 		$79.1K Hold
690
– – 0.02% 142
2025
Q2 		$71.9K Sell
690
-242
-26% -$25.7K 0.02% 138
2025
Q1 		$102K Buy
932
+242
+35% +$24.7K 0.03% 141
2024
Q4 		$64.9K Hold
690
– – 0.02% 132
2024
Q3 		$66.4K Hold
690
– – 0.02% 129
2024
Q2 		$54.1K Buy
690
+365
+112% +$29.6K 0.02% 126
2024
Q1 		$26.7K Buy
+325
New +$26.1K 0.01% 137

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

TruNorth Capital Management's WEC Position: Q4 2025 in Review

TruNorth Capital Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 690 shares — an estimated $79.1K sold.

TruNorth Capital Management first reported a position in WEC in Q1 2024 and held it in 7 quarters. The position peaked at $102K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • TruNorth Capital Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 690 WEC Energy shares in Q4 2025, an estimated $79.1K.
  • TruNorth Capital Management first reported a position in WEC Energy in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's WEC Energy position peaked at $102K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.