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USA Financial Formulas’s WEC Energy WEC Stock Holding History

USA Financial Formulas’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
-2,569
Closed -$268K – 339
2025
Q2 		$268K Buy
+2,569
New +$273K 0.05% 108
2023
Q3 		– Sell
-5
Closed -$441 – 549
2023
Q2 		$441 Hold
5
– – ﹤0.01% 441
2023
Q1 		$474 Buy
+5
New +$463 ﹤0.01% 367
2022
Q3 		$1.03M Buy
11,530
+11,525
+230,500% +$1.18M 1.62% 33
2022
Q2 		$1K Hold
5
– – ﹤0.01% 311
2022
Q1 		$0 Hold
5
– – ﹤0.01% 498
2021
Q4 		$0 Hold
5
– – ﹤0.01% 499
2021
Q3 		$0 Hold
5
– – ﹤0.01% 492
2021
Q2 		$0 Hold
5
– – ﹤0.01% 452
2021
Q1 		$0 Hold
5
– – ﹤0.01% 436
2020
Q4 		$0 Hold
5
– – ﹤0.01% 422
2020
Q3 		$0 Hold
5
– – ﹤0.01% 367
2020
Q2 		$0 Hold
5
– – ﹤0.01% 337
2020
Q1 		$0 Hold
5
– – ﹤0.01% 316
2019
Q4 		$0 Sell
5
-29,403
-100% -$2.68M ﹤0.01% 322
2019
Q3 		$2.8M Buy
29,408
+5,011
+21% +$452K 1.09% 49
2019
Q2 		$1.93M Buy
24,397
+5,957
+32% +$478K 0.97% 29
2019
Q1 		$1.46M Buy
+18,440
New +$1.37M 0.92% 27
2016
Q4 		– Sell
-43,550
Closed -$2.61M – 358
2016
Q3 		$2.61M Buy
43,550
+812
+2% +$50.7K 0.67% 55
2016
Q2 		$2.79M Buy
+42,738
New +$2.57M 0.77% 44

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 $3.37T AUM 44.26% 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

USA Financial Formulas's WEC Position: Q3 2025 in Review

USA Financial Formulas sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 2,569 shares — an estimated $268K sold.

USA Financial Formulas first reported a position in WEC in Q2 2016 and held it in 20 quarters. The position peaked at $2.8M in Q3 2019. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • USA Financial Formulas reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 2,569 WEC Energy shares in Q3 2025, an estimated $268K.
  • USA Financial Formulas first reported a position in WEC Energy in Q2 2016 and held it in 20 quarters.
  • USA Financial Formulas's WEC Energy position peaked at $2.8M in Q3 2019.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.