CM Wealth Advisors’s WEC Energy WEC Stock Holding History

CM Wealth 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	-1,840	Closed	-$201K	–	88
2025 Q1	$201K	Buy	+1,840	New	+$188K	0.06%	85

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

CM Wealth Advisors's WEC Position: Q2 2025 in Review

CM Wealth Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 1,840 shares — an estimated $201K sold.

CM Wealth Advisors first reported a position in WEC in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

CM Wealth Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
CM Wealth Advisors sold 1,840 WEC Energy shares in Q2 2025, an estimated $201K.
CM Wealth Advisors first reported a position in WEC Energy in Q1 2025 and held it in 1 quarter.
CM Wealth Advisors's WEC Energy position peaked at $201K in Q1 2025.
1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on CM Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.