SOA Wealth Advisors’s WEC Energy WEC Stock Holding History

SOA Wealth 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 Q4	–	Sell	-480	Closed	-$55K	–	913
2025 Q3	$55K	Hold	480	–	–	0.01%	367
2025 Q2	$50K	Hold	480	–	–	0.01%	370
2025 Q1	$52.3K	Hold	480	–	–	0.01%	338
2024 Q4	$45.1K	Hold	480	–	–	0.01%	341
2024 Q3	$46.2K	Hold	480	–	–	0.01%	331
2024 Q2	$37.7K	Hold	480	–	–	0.01%	345
2024 Q1	$39.4K	Hold	480	–	–	0.01%	337
2023 Q4	$40.4K	Hold	480	–	–	0.01%	319
2023 Q3	$38.7K	Hold	480	–	–	0.01%	320
2023 Q2	$42.4K	Hold	480	–	–	0.01%	315
2023 Q1	$45.5K	Hold	480	–	–	0.01%	298
2022 Q4	$45K	Hold	480	–	–	0.01%	293
2022 Q3	$42K	Hold	480	–	–	0.01%	291
2022 Q2	$48K	Hold	480	–	–	0.01%	271
2022 Q1	$47K	Hold	480	–	–	0.01%	320
2021 Q4	$46K	Hold	480	–	–	0.01%	308
2021 Q3	$42K	Hold	480	–	–	0.01%	328
2021 Q2	$42K	Hold	480	–	–	0.01%	328
2021 Q1	$44K	Hold	480	–	–	0.01%	286
2020 Q4	$41K	Buy	+480	New	+$46.7K	0.01%	293

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOA Wealth Advisors's WEC Position: Q4 2025 in Review

SOA Wealth Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 480 shares — an estimated $55K sold.

SOA Wealth Advisors first reported a position in WEC in Q4 2020 and held it in 20 quarters. The position peaked at $55K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

SOA Wealth Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 480 WEC Energy shares in Q4 2025, an estimated $55K.
SOA Wealth Advisors first reported a position in WEC Energy in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's WEC Energy position peaked at $55K in Q3 2025.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.