Horizon Investment Services’s WEC Energy WEC Stock Holding History

Horizon Investment Services’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	-3,791	Closed	-$395K	–	143
2025 Q2	$395K	Buy	3,791 +318	+9%	+$33.8K	0.17%	78
2025 Q1	$379K	Buy	+3,473	New	+$355K	0.18%	79
2019 Q3	–	Sell	-8,420	Closed	-$702K	–	103
2019 Q2	$702K	Sell	8,420 -174	-2%	-$14K	0.48%	50
2019 Q1	$680K	Sell	8,594 -657	-7%	-$48.7K	0.46%	50
2018 Q4	$641K	Sell	9,251 -2,342	-20%	-$164K	0.51%	46
2018 Q3	$774K	Sell	11,593 -435	-4%	-$29K	0.4%	49
2018 Q2	$778K	Sell	12,028 -120	-1%	-$7.46K	0.39%	57
2018 Q1	$762K	Buy	12,148 +179	+1%	+$11.1K	0.34%	58
2017 Q4	$795K	Buy	+11,969	New	+$803K	0.33%	59

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investment Services's WEC Position: Q3 2025 in Review

Horizon Investment Services sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 3,791 shares — an estimated $395K sold.

Horizon Investment Services first reported a position in WEC in Q4 2017 and held it in 9 quarters. The position peaked at $795K in Q4 2017. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Horizon Investment Services reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
Horizon Investment Services sold 3,791 WEC Energy shares in Q3 2025, an estimated $395K.
Horizon Investment Services first reported a position in WEC Energy in Q4 2017 and held it in 9 quarters.
Horizon Investment Services's WEC Energy position peaked at $795K in Q4 2017.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Horizon Investment Services's 13F filing for Q3 2025, filed 5 Nov 2025.