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My Legacy Advisors’s WEC Energy WEC Stock Holding History

My Legacy 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 		$710K Buy
6,715
+55
+0.8% +$5.85K 0.25% 112
2025
Q1 		$726K Buy
6,660
+92
+1% +$9.4K 0.28% 109
2024
Q4 		$628K Buy
6,568
+233
+4% +$22.6K 0.24% 112
2024
Q3 		$609K Sell
6,335
-1,595
-20% -$141K 0.24% 119
2024
Q2 		$622K Buy
7,930
+605
+8% +$49.1K 0.2% 131
2024
Q1 		$602K Buy
7,325
+3,785
+107% +$304K 0.2% 139
2023
Q4 		$291K Buy
+3,540
New +$292K 0.11% 185

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

My Legacy Advisors's WEC Position: Q2 2025 in Review

My Legacy Advisors increased its WEC Energy (WEC) stake by 0.83% in Q2 2025, buying an estimated $5.85K and bringing the position to 6,715 shares worth $710K. The position accounts for 0.25% of the portfolio, ranked #112.

My Legacy Advisors first reported a position in WEC in Q4 2023 and has held it in 7 quarters since. The position peaked at $726K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • My Legacy Advisors held 6,715 shares of WEC Energy worth $710K as of Q2 2025.
  • My Legacy Advisors bought 55 WEC Energy shares in Q2 2025, an estimated $5.85K.
  • WEC Energy made up 0.25% of My Legacy Advisors's portfolio in Q2 2025, its #112 holding.
  • My Legacy Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 7 quarters since.
  • My Legacy Advisors's WEC Energy position peaked at $726K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.