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BOLTON SECURITIES CORPORATION’s WEC Energy WEC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.5M Buy
+13,064
New +$1.42M 0.07% 297
2025
Q1 		$1.57M Buy
+14,391
New +$1.47M 0.09% 240

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 $3.44T AUM 36.12% 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 $1.92T AUM 36.1% 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 $362B AUM 34.89% 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 $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WEC Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in WEC Energy (WEC) in Q3 2025: 13,064 shares worth $1.5M. The stake represents 0.07% of the portfolio and ranks #297 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in WEC as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in WEC in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q1 2025. 1,300 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 13,064 shares of WEC Energy worth $1.5M as of Q3 2025.
  • WEC Energy was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • WEC Energy made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #297 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WEC Energy in Q1 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's WEC Energy position peaked at $1.57M in Q1 2025.
  • 1,300 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.