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Wealth Preservation Advisors’s WEC Energy WEC Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-24
Closed -$2.75K – 623
2025
Q3 		$2.75K Buy
24
+5
+26% +$542 ﹤0.01% 458
2025
Q2 		$1.98K Sell
19
-5
-21% -$532 ﹤0.01% 491
2025
Q1 		$2.62K Buy
+24
New +$2.45K ﹤0.01% 450

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

Wealth Preservation Advisors's WEC Position: Q4 2025 in Review

Wealth Preservation Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 24 shares — an estimated $2.75K sold.

Wealth Preservation Advisors first reported a position in WEC in Q1 2025 and held it in 3 quarters. The position peaked at $2.75K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Wealth Preservation Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 24 WEC Energy shares in Q4 2025, an estimated $2.75K.
  • Wealth Preservation Advisors first reported a position in WEC Energy in Q1 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's WEC Energy position peaked at $2.75K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Wealth Preservation Advisors's 13F filing for Q4 2025, filed 23 Feb 2026.