Cornerstone Advisors’s WEC Energy WEC Stock Holding History

Cornerstone 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 Q4	–	Sell	-12,300	Closed	-$1.41M	–	267
2025 Q3	$1.41M	Hold	12,300	–	–	0.05%	188
2025 Q2	$1.28M	Hold	12,300	–	–	0.04%	204
2025 Q1	$1.34M	Sell	12,300 -6,600	-35%	-$674K	0.06%	200
2024 Q4	$1.78M	Hold	18,900	–	–	0.07%	184
2024 Q3	$1.82M	Hold	18,900	–	–	0.07%	193
2024 Q2	$1.48M	Sell	18,900 -9,400	-33%	-$764K	0.06%	208
2024 Q1	$2.32M	Hold	28,300	–	–	0.1%	199
2023 Q4	$2.38M	Sell	28,300 -1,500	-5%	-$124K	0.1%	192
2023 Q3	$2.4M	Sell	29,800 -1,100	-4%	-$95.6K	0.11%	181
2023 Q2	$2.73M	Buy	30,900 +8,900	+40%	+$822K	0.13%	159
2023 Q1	$2.09M	Hold	22,000	–	–	0.1%	146
2022 Q4	$2.06M	Hold	22,000	–	–	0.1%	147
2022 Q3	$1.97M	Buy	+22,000	New	+$2.25M	0.1%	161
2021 Q2	–	Sell	-7,000	Closed	-$655K	–	221
2021 Q1	$655K	Hold	7,000	–	–	0.06%	165
2020 Q4	$644K	Buy	+7,000	New	+$681K	0.06%	156
2017 Q4	–	Sell	-15,000	Closed	-$942K	–	266
2017 Q3	$942K	Buy	+15,000	New	+$957K	0.11%	197

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Advisors's WEC Position: Q4 2025 in Review

Cornerstone Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 12,300 shares — an estimated $1.41M sold.

Cornerstone Advisors first reported a position in WEC in Q3 2017 and held it in 16 quarters. The position peaked at $2.73M in Q2 2023. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Cornerstone Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 12,300 WEC Energy shares in Q4 2025, an estimated $1.41M.
Cornerstone Advisors first reported a position in WEC Energy in Q3 2017 and held it in 16 quarters.
Cornerstone Advisors's WEC Energy position peaked at $2.73M in Q2 2023.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.