Inspirion Wealth Advisors’s WEC Energy WEC Stock Holding History

Inspirion 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
2026 Q2	$254K	Buy	2,187 +19	+0.9%	+$2.17K	0.03%	156
2026 Q1	$251K	Buy	2,168 +3	+0.1%	+$337	0.03%	142
2025 Q4	$228K	Sell	2,165 -2,705	-56%	-$300K	0.03%	153
2025 Q3	$468K	Buy	4,870 +2,710	+125%	+$294K	0.07%	100
2025 Q2	$225K	Sell	2,160 -35	-2%	-$3.72K	0.03%	143
2025 Q1	$239K	Sell	2,195 -2,678	-55%	-$274K	0.03%	136
2024 Q4	$454K	Buy	4,873 +3	+0.1%	+$291	0.06%	98
2024 Q3	$468K	Buy	4,870 +2	+0%	+$177	0.07%	100
2024 Q2	$382K	Buy	4,868 +3	+0.1%	+$244	0.06%	101
2024 Q1	$399K	Sell	4,865 -29	-0.6%	-$2.33K	0.07%	102
2023 Q4	$422K	Sell	4,894 -3	-0.1%	-$247	0.08%	91
2023 Q3	$394K	Buy	4,897 +1,515	+45%	+$132K	0.08%	95
2023 Q2	$298K	Buy	3,382 +2	+0.1%	+$185	0.06%	109
2023 Q1	$320K	Buy	3,380 +71	+2%	+$6.57K	0.06%	98
2022 Q4	$310K	Buy	3,309 +2	+0.1%	+$185	0.07%	98
2022 Q3	$296K	Buy	3,307 +2	+0.1%	+$204	0.07%	95
2022 Q2	$333K	Buy	3,305 +2	+0.1%	+$203	0.07%	95
2022 Q1	$330K	Buy	3,303 +2	+0.1%	+$189	0.07%	85
2021 Q4	$320K	Sell	3,301 -336	-9%	-$30.7K	0.07%	83
2021 Q3	$321K	Buy	3,637 +2	+0.1%	+$188	0.07%	75
2021 Q2	$323K	Buy	3,635 +2	+0.1%	+$188	0.08%	72
2021 Q1	$340K	Buy	3,633 +2	+0.1%	+$174	0.09%	68
2020 Q4	$334K	Hold	3,631	–	–	0.09%	62
2020 Q3	$352K	Hold	3,631	–	–	0.12%	55
2020 Q2	$318K	Hold	3,631	–	–	0.12%	57
2020 Q1	$320K	Hold	3,631	–	–	0.16%	51
2019 Q4	$335K	Hold	3,631	–	–	0.11%	59
2019 Q3	$345K	Sell	3,631 -1,384	-28%	-$125K	0.15%	52
2019 Q2	$418K	Hold	5,015	–	–	0.18%	44
2019 Q1	$397K	Hold	5,015	–	–	0.18%	48
2018 Q4	$347K	Hold	5,015	–	–	0.17%	49
2018 Q3	$335K	Sell	5,015 -221	-4%	-$14.7K	0.14%	54
2018 Q2	$339K	Hold	5,236	–	–	0.16%	53
2018 Q1	$328K	Hold	5,236	–	–	0.16%	51
2017 Q4	$348K	Hold	5,236	–	–	0.17%	44
2017 Q3	$329K	Sell	5,236 -1,384	-21%	-$88.3K	0.17%	46
2017 Q2	$406K	Hold	6,620	–	–	0.22%	41
2017 Q1	$401K	Buy	6,620 +272	+4%	+$16K	0.23%	46
2016 Q4	$372K	Buy	6,348 +6	+0.1%	+$344	0.24%	41
2016 Q3	$380K	Hold	6,342	–	–	0.25%	42
2016 Q2	$414K	Hold	6,342	–	–	0.27%	40
2016 Q1	$381K	Hold	6,342	–	–	0.27%	41
2015 Q4	$325K	Hold	6,342	–	–	0.24%	42
2015 Q3	$331K	Hold	6,342	–	–	0.26%	41
2015 Q2	$285K	Buy	+6,342	New	+$304K	0.21%	44
2015 Q1	–	Sell	-3,884	Closed	-$205K	–	61
2014 Q4	$205K	Buy	+3,884	New	+$191K	0.19%	53

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return