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Virtus ETF Advisers’s WEC Energy WEC Stock Holding History

Virtus ETF Advisers’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
-870
Closed -$90.7K – 528
2025
Q2 		$90.7K Buy
+870
New +$92.6K 0.06% 312
2025
Q1 		– Sell
-1,867
Closed -$176K – 799
2024
Q4 		$176K Sell
1,867
-194
-9% -$18.8K 0.07% 279
2024
Q3 		$198K Sell
2,061
-186
-8% -$16.5K 0.09% 263
2024
Q2 		$176K Buy
2,247
+67
+3% +$5.44K 0.09% 295
2024
Q1 		$179K Buy
+2,180
New +$175K 0.1% 288
2023
Q1 		– Sell
-4,275
Closed -$401K – 497
2022
Q4 		$401K Sell
4,275
-12,164
-74% -$1.12M 0.21% 187
2022
Q3 		$1.47M Sell
16,439
-2,148
-12% -$219K 0.59% 27
2022
Q2 		$1.87M Buy
18,587
+1,693
+10% +$172K 0.69% 8
2022
Q1 		$1.69M Sell
16,894
-4,665
-22% -$441K 0.75% 44
2021
Q4 		$2.09M Buy
21,559
+4,006
+23% +$366K 0.79% 48
2021
Q3 		$1.55M Buy
17,553
+1,815
+12% +$170K 0.68% 35
2021
Q2 		$1.4M Buy
15,738
+539
+4% +$50.8K 0.58% 82
2021
Q1 		$1.42M Buy
+15,199
New +$1.32M 0.6% 59
2020
Q3 		– Sell
-159
Closed -$14K – 431
2020
Q2 		$14K Hold
159
– – 0.01% 409
2020
Q1 		$14K Sell
159
-81
-34% -$7.79K 0.01% 363
2019
Q4 		$22K Hold
240
– – ﹤0.01% 346
2019
Q3 		$23K Hold
240
– – ﹤0.01% 342
2019
Q2 		$20K Sell
240
-211
-47% -$16.9K ﹤0.01% 367
2019
Q1 		$36K Sell
451
-9,591
-96% -$712K 0.08% 109
2018
Q4 		$696K Buy
10,042
+451
+5% +$31.7K 0.12% 33
2018
Q3 		$640K Buy
+9,591
New +$639K 0.07% 87
2017
Q2 		– Sell
-9,989
Closed -$606K – 171
2017
Q1 		$606K Hold
9,989
– – 0.11% 95
2016
Q4 		$586K Buy
+9,989
New +$573K 0.18% 89

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

Virtus ETF Advisers's WEC Position: Q3 2025 in Review

Virtus ETF Advisers sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 870 shares — an estimated $90.7K sold.

Virtus ETF Advisers first reported a position in WEC in Q4 2016 and held it in 23 quarters. The position peaked at $2.09M in Q4 2021. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Virtus ETF Advisers reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 870 WEC Energy shares in Q3 2025, an estimated $90.7K.
  • Virtus ETF Advisers first reported a position in WEC Energy in Q4 2016 and held it in 23 quarters.
  • Virtus ETF Advisers's WEC Energy position peaked at $2.09M in Q4 2021.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Virtus ETF Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.