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WealthTrak Capital Management’s WEC Energy WEC Stock Holding History

WealthTrak Capital Management’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
-30
Closed -$3.13K – 882
2025
Q2 		$3.13K Buy
30
+5
+20% +$532 ﹤0.01% 368
2025
Q1 		$2.73K Buy
25
+10
+67% +$1.02K ﹤0.01% 322
2024
Q4 		$1.41K Buy
+15
New +$1.45K ﹤0.01% 379

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 $3.38T AUM 44.17% 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

WealthTrak Capital Management's WEC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 30 shares — an estimated $3.13K sold.

WealthTrak Capital Management first reported a position in WEC in Q4 2024 and held it in 3 quarters. The position peaked at $3.13K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 WEC Energy shares in Q3 2025, an estimated $3.13K.
  • WealthTrak Capital Management first reported a position in WEC Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's WEC Energy position peaked at $3.13K in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.