Oliver Lagore Vanvalin Investment Group’s WEC Energy WEC Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$63K	Buy	+578	New	+$61.5K	0.02%	225
2024 Q4	$54.4K	Hold	578	–	–	0.01%	243
2024 Q3	$55.6K	Hold	578	–	–	0.01%	238
2024 Q2	$45.4K	Hold	578	–	–	0.01%	248
2024 Q1	$47.5K	Hold	578	–	–	0.01%	246
2023 Q4	$48.6K	Buy	578 +457	+378%	+$37.6K	0.02%	216
2023 Q3	$9.75K	Hold	121	–	–	﹤0.01%	447
2023 Q2	$10.7K	Buy	121 +5	+4%	+$462	﹤0.01%	450
2023 Q1	$11K	Hold	116	–	–	﹤0.01%	375
2022 Q4	$10.9K	Hold	116	–	–	0.01%	352
2022 Q3	$10K	Hold	116	–	–	0.01%	345
2022 Q2	$12K	Hold	116	–	–	0.01%	324
2022 Q1	$12K	Buy	+116	New	+$11K	0.01%	311

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WEC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in WEC Energy (WEC) in Q2 2025: 578 shares worth $63K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WEC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WEC in Q1 2022 and has held it in 13 quarters since. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 578 shares of WEC Energy worth $63K as of Q2 2025.
WEC Energy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
WEC Energy made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #225 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in WEC Energy in Q1 2022 and has held it in 13 quarters since.
1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.