Eagle Bay Advisors’s WEC Energy WEC Stock Holding History

Eagle Bay 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 Q1	–	Sell	-100	Closed	-$9.44K	–	944
2024 Q4	$9.44K	Hold	100	–	–	0.01%	573
2024 Q3	$9.66K	Hold	100	–	–	﹤0.01%	791
2024 Q2	$7.88K	Hold	100	–	–	﹤0.01%	606
2024 Q1	$8.25K	Hold	100	–	–	0.01%	617
2023 Q4	$8.42K	Sell	100 -1	-1%	-$82	0.01%	555
2023 Q3	$8.12K	Buy	101 +1	+1%	+$87	﹤0.01%	624
2023 Q2	$8.86K	Hold	100	–	–	0.01%	610
2023 Q1	$9.52K	Hold	100	–	–	0.01%	603
2022 Q4	$9.41K	Hold	100	–	–	0.01%	612
2022 Q3	$9K	Hold	100	–	–	0.01%	616
2022 Q2	$10.1K	Buy	+100	New	+$10.1K	0.01%	645
2022 Q1	–	Sell	-131	Closed	-$13K	–	974
2021 Q4	$13K	Sell	131 -108	-45%	-$9.87K	0.01%	658
2021 Q3	$22K	Buy	239 +165	+223%	+$15.5K	0.01%	603
2021 Q2	$8K	Buy	+74	New	+$6.97K	0.01%	709

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Bay Advisors's WEC Position: Q1 2025 in Review

Eagle Bay Advisors sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 100 shares — an estimated $9.44K sold.

Eagle Bay Advisors first reported a position in WEC in Q2 2021 and held it in 14 quarters. The position peaked at $22K in Q3 2021. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

Eagle Bay Advisors reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 100 WEC Energy shares in Q1 2025, an estimated $9.44K.
Eagle Bay Advisors first reported a position in WEC Energy in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's WEC Energy position peaked at $22K in Q3 2021.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.