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Y.D. More Investments’s WEC Energy WEC Stock Holding History

Y.D. More Investments’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
-1,314
Closed -$124K – 495
2024
Q4 		$124K Buy
1,314
+16
+1% +$1.55K 0.01% 237
2024
Q3 		$125K Buy
+1,298
New +$115K 0.01% 237

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

Y.D. More Investments's WEC Position: Q1 2025 in Review

Y.D. More Investments sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 1,314 shares — an estimated $124K sold.

Y.D. More Investments first reported a position in WEC in Q3 2024 and held it in 2 quarters. The position peaked at $125K in Q3 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Y.D. More Investments reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Y.D. More Investments sold 1,314 WEC Energy shares in Q1 2025, an estimated $124K.
  • Y.D. More Investments first reported a position in WEC Energy in Q3 2024 and held it in 2 quarters.
  • Y.D. More Investments's WEC Energy position peaked at $125K in Q3 2024.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.