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Heartwood Wealth Advisors’s WEC Energy WEC Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-16
Closed -$1.83K – 596
2025
Q3 		$1.83K Buy
+16
New +$1.73K ﹤0.01% 502

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 $3.38T AUM 44.17% 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

Heartwood Wealth Advisors's WEC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 16 shares — an estimated $1.83K sold.

Heartwood Wealth Advisors first reported a position in WEC in Q3 2025 and held it in 1 quarter. The position peaked at $1.83K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 16 WEC Energy shares in Q4 2025, an estimated $1.83K.
  • Heartwood Wealth Advisors first reported a position in WEC Energy in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's WEC Energy position peaked at $1.83K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.