WFA Asset Management’s WEC Energy WEC Stock Holding History

WFA Asset 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	$297K	Buy	3,089 +396	+15%	+$42.9K	0.16%	42
2025 Q2	$211K	Sell	2,693 -2,372	-47%	-$252K	0.12%	57
2025 Q1	$416K	Buy	5,065 +2,265	+81%	+$231K	0.22%	38
2024 Q4	$263K	Sell	2,800 -289	-9%	-$28K	0.14%	51
2024 Q3	$297K	Buy	3,089 +396	+15%	+$35.1K	0.16%	42
2024 Q2	$211K	Sell	2,693 -2,372	-47%	-$193K	0.12%	57
2024 Q1	$416K	Buy	5,065 +46	+0.9%	+$3.7K	0.22%	38
2023 Q4	$422K	Sell	5,019 -144	-3%	-$11.9K	0.23%	33
2023 Q3	$416K	Buy	5,163 +33	+0.6%	+$2.87K	0.25%	32
2023 Q2	$453K	Buy	5,130 +100	+2%	+$9.24K	0.27%	33
2023 Q1	$477K	Buy	5,030 +31	+0.6%	+$2.87K	0.29%	34
2022 Q4	$469K	Buy	4,999 +1,582	+46%	+$146K	0.31%	30
2022 Q3	$306K	Sell	3,417 -84	-2%	-$8.58K	0.22%	36
2022 Q2	$352K	Buy	3,501 +12	+0.3%	+$1.22K	0.25%	33
2022 Q1	$348K	Buy	3,489 +15	+0.4%	+$1.42K	0.23%	32
2021 Q4	$337K	Buy	+3,474	New	+$318K	0.22%	32

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

WFA Asset Management's WEC Position: Q3 2025 in Review

WFA Asset Management increased its WEC Energy (WEC) stake by 15% in Q3 2025, buying an estimated $42.9K and bringing the position to 3,089 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #42.

WFA Asset Management first reported a position in WEC in Q4 2021 and has held it in 16 quarters since. The position peaked at $477K in Q1 2023. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

WFA Asset Management held 3,089 shares of WEC Energy worth $297K as of Q3 2025.
WFA Asset Management bought 396 WEC Energy shares in Q3 2025, an estimated $42.9K.
WEC Energy made up 0.16% of WFA Asset Management's portfolio in Q3 2025, its #42 holding.
WFA Asset Management first reported a position in WEC Energy in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's WEC Energy position peaked at $477K in Q1 2023.
1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.