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Semmax Financial Advisors’s WEC Energy WEC Stock Holding History

Semmax Financial 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 		$2.56M Buy
23,229
+448
+2% +$47.7K 0.66% 56
2025
Q1 		$2.45M Sell
22,781
-1,606
-7% -$164K 0.66% 60
2024
Q4 		$2.53M Buy
24,387
+548
+2% +$53.1K 0.68% 57
2024
Q3 		$2.33M Buy
23,839
+2,822
+13% +$250K 0.64% 59
2024
Q2 		$1.88M Buy
+21,017
New +$1.71M 0.56% 67
2020
Q3 		– Sell
-210
Closed -$18K – 290
2020
Q2 		$18K Buy
210
+1
+0.5% +$90 0.01% 142
2020
Q1 		$18K Buy
+209
New +$20.1K 0.01% 135

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

Semmax Financial Advisors's WEC Position: Q2 2025 in Review

Semmax Financial Advisors increased its WEC Energy (WEC) stake by 2% in Q2 2025, buying an estimated $47.7K and bringing the position to 23,229 shares worth $2.56M. The position accounts for 0.66% of the portfolio, ranked #56.

Semmax Financial Advisors first reported a position in WEC in Q1 2020 and has held it in 7 quarters since. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Semmax Financial Advisors held 23,229 shares of WEC Energy worth $2.56M as of Q2 2025.
  • Semmax Financial Advisors bought 448 WEC Energy shares in Q2 2025, an estimated $47.7K.
  • WEC Energy made up 0.66% of Semmax Financial Advisors's portfolio in Q2 2025, its #56 holding.
  • Semmax Financial Advisors first reported a position in WEC Energy in Q1 2020 and has held it in 7 quarters since.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.