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Financial Advocates Investment Management’s WEC Energy WEC Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-2,956
Closed -$308K – 595
2025
Q2 		$308K Sell
2,956
-2,584
-47% -$275K 0.03% 492
2025
Q1 		$604K Buy
5,540
+75
+1% +$7.66K 0.04% 388
2024
Q4 		$514K Sell
5,465
-306
-5% -$29.7K 0.03% 439
2024
Q3 		$555K Buy
5,771
+1,849
+47% +$164K 0.03% 433
2024
Q2 		$308K Sell
3,922
-2,154
-35% -$175K 0.02% 570
2024
Q1 		$499K Buy
6,076
+187
+3% +$15K 0.03% 457
2023
Q4 		$496K Buy
5,889
+2,717
+86% +$224K 0.03% 431
2023
Q3 		$255K Sell
3,172
-192
-6% -$16.7K 0.02% 572
2023
Q2 		$297K Sell
3,364
-173
-5% -$16K 0.02% 523
2023
Q1 		$335K Buy
3,537
+15
+0.4% +$1.39K 0.02% 519
2022
Q4 		$330K Sell
3,522
-20
-0.6% -$1.85K 0.02% 538
2022
Q3 		$317K Buy
3,542
+9
+0.3% +$919 0.03% 532
2022
Q2 		$356K Buy
3,533
+8
+0.2% +$811 0.03% 470
2022
Q1 		$352K Buy
3,525
+9
+0.3% +$850 0.02% 530
2021
Q4 		$341K Sell
3,516
-53
-1% -$4.84K 0.02% 599
2021
Q3 		$315K Sell
3,569
-52
-1% -$4.88K 0.02% 605
2021
Q2 		$322K Buy
3,621
+1,105
+44% +$104K 0.02% 598
2021
Q1 		$236K Hold
2,516
– – 0.02% 678
2020
Q4 		$232K Sell
2,516
-15
-0.6% -$1.46K 0.02% 640
2020
Q3 		$245K Sell
2,531
-16
-0.6% -$1.49K 0.02% 526
2020
Q2 		$223K Hold
2,547
– – 0.02% 535
2020
Q1 		$224K Buy
2,547
+35
+1% +$3.37K 0.03% 413
2019
Q4 		$231K Buy
+2,512
New +$229K 0.02% 457
2019
Q3 		– Sell
-2,515
Closed -$210K – 509
2019
Q2 		$210K Buy
+2,515
New +$202K 0.02% 445

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 $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's WEC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 2,956 shares — an estimated $308K sold.

Financial Advocates Investment Management first reported a position in WEC in Q2 2019 and held it in 24 quarters. The position peaked at $604K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,956 WEC Energy shares in Q3 2025, an estimated $308K.
  • Financial Advocates Investment Management first reported a position in WEC Energy in Q2 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's WEC Energy position peaked at $604K in Q1 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.