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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
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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Claro Advisors's WEC Position: Q2 2025 in Review

Claro Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 7,035 shares — an estimated $767K sold.

Claro Advisors first reported a position in WEC in Q4 2018 and held it in 10 quarters. The position peaked at $924K in Q3 2024. 1,258 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Claro Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 7,035 WEC Energy shares in Q2 2025, an estimated $767K.
  • Claro Advisors first reported a position in WEC Energy in Q4 2018 and held it in 10 quarters.
  • Claro Advisors's WEC Energy position peaked at $924K in Q3 2024.
  • 1,258 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.