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Tucker Asset Management’s WEC Energy WEC Stock Holding History

Tucker Asset 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 		$17.7K Buy
+168
New +$18.6K 0.01% 481
2025
Q1 		– Sell
-124
Closed -$11.7K – 942
2024
Q4 		$11.7K Buy
124
+65
+110% +$6.3K ﹤0.01% 704
2024
Q3 		$5.67K Hold
59
– – ﹤0.01% 875
2024
Q2 		$4.63K Buy
59
+22
+59% +$1.79K ﹤0.01% 1087
2024
Q1 		$3.04K Hold
37
– – ﹤0.01% 1223
2023
Q4 		$3.11K Sell
37
-36
-49% -$2.96K ﹤0.01% 1031
2023
Q3 		$5.88K Hold
73
– – ﹤0.01% 788
2023
Q2 		$6.44K Hold
73
– – ﹤0.01% 621
2023
Q1 		$6.92K Buy
+73
New +$6.76K ﹤0.01% 633

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

Tucker Asset Management's WEC Position: Q4 2025 in Review

Tucker Asset Management opened a new position in WEC Energy (WEC) in Q4 2025: 168 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in WEC as recently as Q4 2024.

Tucker Asset Management first reported a position in WEC in Q1 2023 and has held it in 9 quarters since. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Tucker Asset Management held 168 shares of WEC Energy worth $17.7K as of Q4 2025.
  • WEC Energy was a new Tucker Asset Management position in Q4 2025.
  • WEC Energy made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #481 holding.
  • Tucker Asset Management first reported a position in WEC Energy in Q1 2023 and has held it in 9 quarters since.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.