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Avantax Advisory Services’s WEC Energy WEC Stock Holding History

Avantax Advisory Services’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 		$6.25M Buy
59,939
+5,362
+10% +$571K 0.03% 381
2025
Q1 		$5.95M Sell
54,577
-170
-0.3% -$17.4K 0.04% 366
2024
Q4 		$5.15M Buy
54,747
+1,692
+3% +$164K 0.03% 393
2024
Q3 		$5.1M Buy
53,055
+18,316
+53% +$1.62M 0.03% 389
2024
Q2 		$2.73M Sell
34,739
-4,758
-12% -$387K 0.02% 555
2024
Q1 		$3.24M Buy
39,497
+5,733
+17% +$461K 0.03% 408
2023
Q4 		$2.84M Buy
33,764
+3,437
+11% +$283K 0.03% 410
2023
Q3 		$2.44M Buy
30,327
+1,866
+7% +$162K 0.03% 405
2023
Q2 		$2.51M Buy
28,461
+3,066
+12% +$283K 0.03% 392
2023
Q1 		$2.41M Buy
25,395
+16,261
+178% +$1.51M 0.03% 390
2022
Q4 		$856K Buy
9,134
+5,306
+139% +$490K 0.01% 681
2022
Q3 		$342K Buy
3,828
+76
+2% +$7.76K 0.01% 938
2022
Q2 		$378K Buy
3,752
+73
+2% +$7.4K 0.01% 906
2022
Q1 		$364K Buy
3,679
+90
+3% +$8.5K 0.01% 913
2021
Q4 		$348K Buy
3,589
+61
+2% +$5.58K 0.01% 908
2021
Q3 		$311K Buy
3,528
+15
+0.4% +$1.41K 0.01% 911
2021
Q2 		$314K Sell
3,513
-20
-0.6% -$1.88K 0.01% 886
2021
Q1 		$330K Buy
3,533
+169
+5% +$14.7K 0.01% 769
2020
Q4 		$308K Sell
3,364
-5,722
-63% -$557K 0.01% 711
2020
Q3 		$882K Buy
9,086
+6,482
+249% +$604K 0.01% 573
2020
Q2 		$228K Sell
2,604
-273
-9% -$24.6K 0.01% 736
2020
Q1 		$253K Sell
2,877
-114
-4% -$11K 0.01% 644
2019
Q4 		$274K Buy
+2,991
New +$273K 0.01% 659

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's WEC Position: Q2 2025 in Review

Avantax Advisory Services increased its WEC Energy (WEC) stake by 9.8% in Q2 2025, buying an estimated $571K and bringing the position to 59,939 shares worth $6.25M. The position accounts for 0.03% of the portfolio, ranked #381.

Avantax Advisory Services first reported a position in WEC in Q4 2019 and has held it in 23 quarters since. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Avantax Advisory Services held 59,939 shares of WEC Energy worth $6.25M as of Q2 2025.
  • Avantax Advisory Services bought 5,362 WEC Energy shares in Q2 2025, an estimated $571K.
  • WEC Energy made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #381 holding.
  • Avantax Advisory Services first reported a position in WEC Energy in Q4 2019 and has held it in 23 quarters since.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.