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Lifeworks Advisors’s WEC Energy WEC Stock Holding History

Lifeworks 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
Q2 		– Sell
-4,523
Closed -$493K – 331
2025
Q1 		$493K Buy
+4,523
New +$462K 0.08% 182
2024
Q4 		– Sell
-2,775
Closed -$267K – 324
2024
Q3 		$267K Buy
2,775
+155
+6% +$13.7K 0.05% 246
2024
Q2 		$206K Buy
+2,620
New +$213K 0.06% 216

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lifeworks Advisors's WEC Position: Q2 2025 in Review

Lifeworks Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 4,523 shares — an estimated $493K sold.

Lifeworks Advisors first reported a position in WEC in Q2 2024 and held it in 3 quarters. The position peaked at $493K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Lifeworks Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 4,523 WEC Energy shares in Q2 2025, an estimated $493K.
  • Lifeworks Advisors first reported a position in WEC Energy in Q2 2024 and held it in 3 quarters.
  • Lifeworks Advisors's WEC Energy position peaked at $493K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.