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Tyler-Stone Wealth Management’s WEC Energy WEC Stock Holding History

Tyler-Stone 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
Q2 		$405K Sell
3,890
-100
-3% -$10.6K 0.07% 222
2025
Q1 		$435K Hold
3,990
– – 0.08% 204
2024
Q4 		$375K Hold
3,990
– – 0.07% 221
2024
Q3 		$384K Buy
3,990
+1,995
+100% +$177K 0.07% 218
2024
Q2 		$157K Hold
1,995
– – 0.06% 223
2024
Q1 		$164K Sell
1,995
-72
-3% -$5.79K 0.07% 214
2023
Q4 		$174K Buy
2,067
+72
+4% +$5.93K 0.09% 190
2023
Q3 		$161K Hold
1,995
– – 0.09% 184
2023
Q2 		$176K Buy
+1,995
New +$184K 0.1% 175
2022
Q4 		$202K Hold
2,155
– – 0.14% 144
2022
Q3 		$193K Hold
2,155
– – 0.15% 134
2022
Q2 		$217K Hold
2,155
– – 0.14% 139
2022
Q1 		$215K Buy
2,155
+27
+1% +$2.55K 0.12% 158
2021
Q4 		$207K Buy
+2,128
New +$195K 0.11% 178

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tyler-Stone Wealth Management's WEC Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its WEC Energy (WEC) stake by 2.5% in Q2 2025, selling an estimated $10.6K and leaving 3,890 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #222.

Tyler-Stone Wealth Management first reported a position in WEC in Q4 2021 and has held it in 14 quarters since. The position peaked at $435K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,890 shares of WEC Energy worth $405K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 100 WEC Energy shares in Q2 2025, an estimated $10.6K.
  • WEC Energy made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #222 holding.
  • Tyler-Stone Wealth Management first reported a position in WEC Energy in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's WEC Energy position peaked at $435K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.