First Horizon Advisors’s WEC Energy WEC Stock Holding History

First Horizon 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 Q2	$111K	Sell	1,062 -191	-15%	-$20.3K	﹤0.01%	682
2025 Q1	$137K	Sell	1,253 -1	-0.1%	-$102	﹤0.01%	596
2024 Q4	$118K	Buy	1,254 +290	+30%	+$28.1K	﹤0.01%	649
2024 Q3	$92.8K	Buy	964 +267	+38%	+$23.7K	﹤0.01%	750
2024 Q2	$54.7K	Buy	697 +31	+5%	+$2.52K	﹤0.01%	884
2024 Q1	$54.7K	Buy	666 +20	+3%	+$1.61K	﹤0.01%	911
2023 Q4	$54.4K	Buy	646 +199	+45%	+$16.4K	﹤0.01%	900
2023 Q3	$36K	Sell	447 -234	-34%	-$20.3K	﹤0.01%	998
2023 Q2	$60.1K	Hold	681	–	–	﹤0.01%	811
2023 Q1	$64.6K	Sell	681 -36	-5%	-$3.33K	﹤0.01%	782
2022 Q4	$67.2K	Sell	717 -18	-2%	-$1.66K	﹤0.01%	734
2022 Q3	$66K	Sell	735 -13	-2%	-$1.33K	﹤0.01%	743
2022 Q2	$74K	Buy	748 +43	+6%	+$4.36K	﹤0.01%	790
2022 Q1	$70K	Buy	705 +172	+32%	+$16.2K	﹤0.01%	561
2021 Q4	$51K	Sell	533 -303	-36%	-$27.7K	﹤0.01%	913
2021 Q3	$73K	Buy	836 +416	+99%	+$39K	﹤0.01%	777
2021 Q2	$37K	Hold	420	–	–	﹤0.01%	897
2021 Q1	$39K	Buy	420 +30	+8%	+$2.62K	﹤0.01%	840
2020 Q4	$36K	Hold	390	–	–	﹤0.01%	710
2020 Q3	$38K	Hold	390	–	–	﹤0.01%	629
2020 Q2	$34K	Hold	390	–	–	﹤0.01%	625
2020 Q1	$34K	Hold	390	–	–	﹤0.01%	564
2019 Q4	$36K	Hold	390	–	–	﹤0.01%	664
2019 Q3	$37K	Sell	390 -1,025	-72%	-$92.4K	﹤0.01%	639
2019 Q2	$118K	Hold	1,415	–	–	0.01%	413
2019 Q1	$112K	Buy	1,415 +91	+7%	+$6.75K	0.01%	398
2018 Q4	$92K	Sell	1,324 -3,916	-75%	-$275K	0.01%	421
2018 Q3	$349K	Hold	5,240	–	–	0.03%	291
2018 Q2	$339K	Hold	5,240	–	–	0.03%	292
2018 Q1	$328K	Hold	5,240	–	–	0.03%	245
2017 Q4	$348K	Sell	5,240 -65	-1%	-$4.36K	0.03%	247
2017 Q3	$333K	Buy	5,305 +4,630	+686%	+$295K	0.03%	244
2017 Q2	$41K	Sell	675 -28	-4%	-$1.73K	﹤0.01%	542
2017 Q1	$42K	Sell	703 -71	-9%	-$4.18K	﹤0.01%	575
2016 Q4	$45K	Hold	774	–	–	0.01%	560
2016 Q3	$45K	Sell	774 -126	-14%	-$7.87K	0.01%	554
2016 Q2	$59K	Sell	900 -7,153	-89%	-$430K	0.01%	486
2016 Q1	$483K	Buy	8,053 +7,153	+795%	+$400K	0.05%	214
2015 Q4	$46K	Hold	900	–	–	0.01%	508
2015 Q3	$47K	Hold	900	–	–	0.01%	543
2015 Q2	$40K	Hold	900	–	–	0.01%	606
2015 Q1	$45K	Hold	900	–	–	0.01%	583
2014 Q4	$47K	Hold	900	–	–	0.01%	563
2014 Q3	$39K	Hold	900	–	–	0.01%	601
2014 Q2	$42K	Hold	900	–	–	0.01%	597
2014 Q1	$42K	Sell	900 -7	-0.8%	-$302	0.01%	559
2013 Q4	$37K	Buy	907 +7	+0.8%	+$290	0.01%	554
2013 Q3	$36K	Buy	+900	New	+$37.5K	0.01%	514

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

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

First Horizon Advisors's WEC Position: Q2 2025 in Review

First Horizon Advisors reduced its WEC Energy (WEC) stake by 15% in Q2 2025, selling an estimated $20.3K and leaving 1,062 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

First Horizon Advisors first reported a position in WEC in Q3 2013 and has held it in 48 quarters since. The position peaked at $483K in Q1 2016. 1,260 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

First Horizon Advisors held 1,062 shares of WEC Energy worth $111K as of Q2 2025.
First Horizon Advisors sold 191 WEC Energy shares in Q2 2025, an estimated $20.3K.
WEC Energy made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #682 holding.
First Horizon Advisors first reported a position in WEC Energy in Q3 2013 and has held it in 48 quarters since.
First Horizon Advisors's WEC Energy position peaked at $483K in Q1 2016.
1,260 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.