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Optimum Investment Advisors’s WEC Energy WEC Stock Holding History

Optimum Investment 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
-16
Closed -$1.74K – 644
2025
Q1 		$1.74K Buy
+16
New +$1.63K ﹤0.01% 603
2018
Q3 		– Sell
-100
Closed -$6K – 1091
2018
Q2 		$6K Hold
100
– – ﹤0.01% 922
2018
Q1 		$6K Buy
+100
New +$6.21K ﹤0.01% 889
2015
Q1 		$71K Hold
1,433
– – 0.02% 440
2014
Q4 		$76K Hold
1,433
– – 0.02% 414
2014
Q3 		$62K Hold
1,433
– – 0.02% 429
2014
Q2 		$67K Sell
1,433
-67
-4% -$3.11K 0.02% 423
2014
Q1 		$70K Hold
1,500
– – 0.03% 352
2013
Q4 		$62K Hold
1,500
– – 0.02% 366
2013
Q3 		$61K Buy
+1,500
New +$62.5K 0.03% 347

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 $138M AUM 28.86% 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

Optimum Investment Advisors's WEC Position: Q2 2025 in Review

Optimum Investment Advisors sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 16 shares — an estimated $1.74K sold.

Optimum Investment Advisors first reported a position in WEC in Q3 2013 and held it in 10 quarters. The position peaked at $76K in Q4 2014. 1,260 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Optimum Investment Advisors reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 16 WEC Energy shares in Q2 2025, an estimated $1.74K.
  • Optimum Investment Advisors first reported a position in WEC Energy in Q3 2013 and held it in 10 quarters.
  • Optimum Investment Advisors's WEC Energy position peaked at $76K in Q4 2014.
  • 1,260 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.