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Wright Investors Service’s WEC Energy WEC Stock Holding History

Wright Investors Service’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
Q1 		– Sell
-8,511
Closed -$800K – 154
2024
Q4 		$800K Buy
8,511
+56
+0.7% +$5.43K 0.26% 86
2024
Q3 		$813K Buy
+8,455
New +$749K 0.21% 111
2020
Q3 		– Sell
-29,906
Closed -$2.62M – 165
2020
Q2 		$2.62M Buy
29,906
+2,002
+7% +$181K 1.01% 25
2020
Q1 		$2.46M Buy
27,904
+1,164
+4% +$112K 1.06% 25
2019
Q4 		$2.47M Sell
26,740
-59
-0.2% -$5.38K 0.84% 35
2019
Q3 		$2.55M Buy
26,799
+4,975
+23% +$448K 0.92% 34
2019
Q2 		$1.82M Buy
21,824
+1,524
+8% +$122K 0.69% 47
2019
Q1 		$1.6M Buy
20,300
+1,585
+8% +$118K 0.65% 49
2018
Q4 		$1.3M Sell
18,715
-555
-3% -$39K 0.56% 60
2018
Q3 		$1.29M Buy
19,270
+978
+5% +$65.2K 0.47% 63
2018
Q2 		$1.18M Sell
18,292
-84
-0.5% -$5.22K 0.47% 61
2018
Q1 		$1.15M Buy
18,376
+1,451
+9% +$90K 0.4% 71
2017
Q4 		$1.12M Sell
16,925
-277
-2% -$18.6K 0.38% 69
2017
Q3 		$1.08M Buy
17,202
+245
+1% +$15.6K 0.39% 68
2017
Q2 		$1.04M Buy
16,957
+3,910
+30% +$242K 0.39% 67
2017
Q1 		$791K Buy
13,047
+710
+6% +$41.8K 0.32% 94
2016
Q4 		$724K Buy
12,337
+72
+0.6% +$4.13K 0.31% 104
2016
Q3 		$734K Buy
12,265
+95
+0.8% +$5.93K 0.31% 104
2016
Q2 		$795K Buy
12,170
+170
+1% +$10.2K 0.33% 105
2016
Q1 		$721K Buy
12,000
+256
+2% +$14.3K 0.29% 120
2015
Q4 		$603K Buy
11,744
+1,155
+11% +$59K 0.22% 152
2015
Q3 		$553K Sell
10,589
-5,919
-36% -$288K 0.25% 125
2015
Q2 		$742K Sell
16,508
-2,366
-13% -$114K 0.35% 90
2015
Q1 		$934K Buy
18,874
+2,187
+13% +$114K 0.45% 77
2014
Q4 		$880K Buy
16,687
+450
+3% +$22.1K 0.43% 73
2014
Q3 		$698K Sell
16,237
-2,432
-13% -$108K 0.34% 94
2014
Q2 		$876K Buy
+18,669
New +$867K 0.4% 85

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wright Investors Service's WEC Position: Q1 2025 in Review

Wright Investors Service sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 8,511 shares — an estimated $800K sold.

Wright Investors Service first reported a position in WEC in Q2 2014 and held it in 27 quarters. The position peaked at $2.62M in Q2 2020. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Wright Investors Service reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Wright Investors Service sold 8,511 WEC Energy shares in Q1 2025, an estimated $800K.
  • Wright Investors Service first reported a position in WEC Energy in Q2 2014 and held it in 27 quarters.
  • Wright Investors Service's WEC Energy position peaked at $2.62M in Q2 2020.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Wright Investors Service's 13F filing for Q1 2025, filed 9 Apr 2025.