LifeWealth Investments’s WEC Energy WEC Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-2,128	Closed	-$200K	–	180
2024 Q4	$200K	Buy	+2,128	New	+$206K	0.13%	145

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

LifeWealth Investments's WEC Position: Q1 2025 in Review

LifeWealth Investments sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 2,128 shares — an estimated $200K sold.

LifeWealth Investments first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 1,273 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

LifeWealth Investments reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 2,128 WEC Energy shares in Q1 2025, an estimated $200K.
LifeWealth Investments first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's WEC Energy position peaked at $200K in Q4 2024.
1,273 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.