WEC — WEC ENERGY GROUP INC

Ownership history in EVEXIA WEALTH LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which EVEXIA WEALTH LLC reported a position in WEC ENERGY GROUP INC (WEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2023 Q3)
Avg. % of fund
0.11%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,158 — 0% 0.11% $363K $112.72
2025 Q1 UNCHANGED 3,158 — 0% 0.12% $330K $105.42
2024 Q4 UNCHANGED 3,158 — 0% 0.11% $321K $90.18
2024 Q3 UNCHANGED 3,158 — 0% 0.11% $297K $91.45
2024 Q2 ADDED 3,158 +32 +1.0% 0.10% $259K $73.90
2024 Q1 UNCHANGED 3,126 — 0% 0.10% $247K $76.59
2023 Q4 UNCHANGED 3,126 — 0% 0.11% $250K $77.67
2023 Q3 INITIATED 3,126 — — 0.13% $257K —
% of Fund (quarterly)    WEC price (monthly, adj. close)

Other funds also holding WEC

As of 2025 Q4 — sorted by position size

DECADE RENEWABLE PARTNERS LP 3Y 4.44% THOMAS STORY & SON LLC 3Y 7Y 3.61% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.31% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 2.87% HFR Wealth Management, LLC 3Y 2.57% Talaria Asset Management Pty Ltd 2.55% South Street Advisors LLC 3Y 7Y 2.44% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.2% BANTAMAC CAPITAL, LLC 3Y 2.19% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.1%
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