Atala Financial’s WEC Energy WEC Stock Holding History

Atala Financial’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 Q2	–	Sell	-93	Closed	-$10.1K	–	446
2025 Q1	$10.1K	Hold	93	–	–	0.01%	317
2024 Q4	$8.75K	Buy	+93	New	+$9.02K	0.01%	343

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

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

Atala Financial's WEC Position: Q2 2025 in Review

Atala Financial sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 93 shares — an estimated $10.1K sold.

Atala Financial first reported a position in WEC in Q4 2024 and held it in 2 quarters. The position peaked at $10.1K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

Atala Financial reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 93 WEC Energy shares in Q2 2025, an estimated $10.1K.
Atala Financial first reported a position in WEC Energy in Q4 2024 and held it in 2 quarters.
Atala Financial's WEC Energy position peaked at $10.1K in Q1 2025.
1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.