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Vantage Financial Partners (Wisconsin)’s WEC Energy WEC Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$900K Buy
8,538
+48
+0.6% +$5.32K 0.18% 74
2025
Q3 		$973K Buy
8,490
+50
+0.6% +$5.42K 0.2% 64
2025
Q2 		$880K Buy
8,440
+47
+0.6% +$5K 0.2% 69
2025
Q1 		$915K Buy
8,393
+48
+0.6% +$4.9K 0.23% 63
2024
Q4 		$785K Buy
8,345
+40
+0.5% +$3.88K 0.2% 71
2024
Q3 		$799K Buy
8,305
+116
+1% +$10.3K 0.2% 72
2024
Q2 		$642K Sell
8,189
-1,100
-12% -$89.4K 0.17% 66
2024
Q1 		$763K Buy
9,289
+1,604
+21% +$129K 0.21% 57
2023
Q4 		$647K Buy
7,685
+1,547
+25% +$127K 0.19% 56
2023
Q3 		$494K Buy
6,138
+45
+0.7% +$3.91K 0.19% 39
2023
Q2 		$538K Buy
6,093
+45
+0.7% +$4.16K 0.2% 33
2023
Q1 		$573K Buy
6,048
+42
+0.7% +$3.89K 0.23% 37
2022
Q4 		$563K Buy
6,006
+17
+0.3% +$1.57K 0.34% 24
2022
Q3 		$536K Buy
5,989
+34
+0.6% +$3.47K 0.36% 25
2022
Q2 		$599K Buy
5,955
+33
+0.6% +$3.35K 0.35% 19
2022
Q1 		$591K Sell
5,922
-74
-1% -$6.99K 0.3% 24
2021
Q4 		$582K Buy
+5,996
New +$548K 0.23% 27

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

Vantage Financial Partners (Wisconsin)'s WEC Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its WEC Energy (WEC) stake by 0.57% in Q4 2025, buying an estimated $5.32K and bringing the position to 8,538 shares worth $900K. The position accounts for 0.18% of the portfolio, ranked #74.

Vantage Financial Partners (Wisconsin) first reported a position in WEC in Q4 2021 and has held it in 17 quarters since. The position peaked at $973K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 8,538 shares of WEC Energy worth $900K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 48 WEC Energy shares in Q4 2025, an estimated $5.32K.
  • WEC Energy made up 0.18% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #74 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in WEC Energy in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s WEC Energy position peaked at $973K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.