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Evexia Wealth’s WEC Energy WEC Stock Holding History

Evexia Wealth’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
-3,158
Closed -$363K – 92
2025
Q3 		$363K Buy
+3,158
New +$342K 0.11% 66
2025
Q2 		– Sell
-3,158
Closed -$330K – 84
2025
Q1 		$330K Hold
3,158
– – 0.12% 65
2024
Q4 		$321K Hold
3,158
– – 0.11% 69
2024
Q3 		$297K Hold
3,158
– – 0.11% 61
2024
Q2 		$259K Buy
3,158
+32
+1% +$2.6K 0.1% 58
2024
Q1 		$247K Hold
3,126
– – 0.1% 56
2023
Q4 		$250K Hold
3,126
– – 0.11% 52
2023
Q3 		$257K Buy
+3,126
New +$272K 0.13% 47

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evexia Wealth's WEC Position: Q4 2025 in Review

Evexia Wealth sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 3,158 shares — an estimated $363K sold.

Evexia Wealth first reported a position in WEC in Q3 2023 and held it in 8 quarters. The position peaked at $363K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Evexia Wealth reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Evexia Wealth sold 3,158 WEC Energy shares in Q4 2025, an estimated $363K.
  • Evexia Wealth first reported a position in WEC Energy in Q3 2023 and held it in 8 quarters.
  • Evexia Wealth's WEC Energy position peaked at $363K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Evexia Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.