Guerra Advisors’s WEC Energy WEC Stock Holding History

Guerra 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 Q3	$1.15K	Buy	+10	New	+$1.08K	﹤0.01%	635

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

Guerra Advisors's WEC Position: Q3 2025 in Review

Guerra Advisors opened a new position in WEC Energy (WEC) in Q3 2025: 10 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings.

1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Guerra Advisors held 10 shares of WEC Energy worth $1.15K as of Q3 2025.
WEC Energy was a new Guerra Advisors position in Q3 2025.
WEC Energy made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #635 holding.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.