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Mid-American Wealth Advisory Group’s WEC Energy WEC Stock Holding History

Mid-American Wealth Advisory Group’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
-62
Closed -$6.46K – 331
2025
Q2 		$6.46K Buy
+62
New +$6.6K ﹤0.01% 209

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

Mid-American Wealth Advisory Group's WEC Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 62 shares — an estimated $6.46K sold.

Mid-American Wealth Advisory Group first reported a position in WEC in Q2 2025 and held it in 1 quarter. The position peaked at $6.46K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 62 WEC Energy shares in Q3 2025, an estimated $6.46K.
  • Mid-American Wealth Advisory Group first reported a position in WEC Energy in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's WEC Energy position peaked at $6.46K in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.