Claro Advisors’s WEC Energy WEC Stock Holding History

Claro Advisors’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	-7,035	Closed	-$767K	–	523
2025 Q1	$767K	Sell	7,035 -1,114	-14%	-$114K	0.1%	179
2024 Q4	$766K	Sell	8,149 -1,461	-15%	-$142K	0.1%	184
2024 Q3	$924K	Buy	9,610 +835	+10%	+$74K	0.12%	166
2024 Q2	$688K	Sell	8,775 -340	-4%	-$27.6K	0.11%	194
2024 Q1	$748K	Buy	9,115 +3,730	+69%	+$300K	0.13%	179
2023 Q4	$453K	Sell	5,385 -1,714	-24%	-$141K	0.1%	230
2023 Q3	$572K	Buy	7,099 +420	+6%	+$36.5K	0.14%	176
2023 Q2	$589K	Buy	6,679 +1,387	+26%	+$128K	0.15%	176
2023 Q1	$502K	Buy	+5,292	New	+$490K	0.15%	178
2019 Q1	–	Sell	-176	Closed	-$12K	–	935
2018 Q4	$12K	Buy	+176	New	+$12.4K	0.01%	646

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 $134M AUM 21.11% 1-Year Est. Return

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 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 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