Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s WEC Energy WEC Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		$6.16M Buy
2025
Q2 		$4.87M Sell
2025
Q1 		$5.43M Sell
2024
Q4 		$6.71M Buy
2024
Q3 		$6.86M Buy
2024
Q2 		$4.77M Buy
2024
Q1 		$4.62M Buy
2023
Q4 		$4.57M Buy
2023
Q3 		$945K Buy