Wayfinding Financial’s WEC Energy WEC Stock Holding History

Wayfinding Financial’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	–	Sell	-953	Closed	-$103K	–	715
2025 Q1	$103K	Buy	+953	New	+$97.3K	0.05%	224

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wayfinding Financial's WEC Position: Q2 2025 in Review

Wayfinding Financial sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 953 shares — an estimated $103K sold.

Wayfinding Financial first reported a position in WEC in Q1 2025 and held it in 1 quarter. The position peaked at $103K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

Wayfinding Financial reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 953 WEC Energy shares in Q2 2025, an estimated $103K.
Wayfinding Financial first reported a position in WEC Energy in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's WEC Energy position peaked at $103K in Q1 2025.
1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.