WEC β€” WEC ENERGY GROUP INC

Ownership history in EVEXIA WEALTH LLC  Β·  8 quarters on record

AI Ownership Summary

EVEXIA WEALTH LLC reported WEC ENERGY GROUP INC (WEC) in 8 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.13% in 2023 Q3. The latest visible filing shows WEC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVEXIA WEALTH LLC's position in WEC ENERGY GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WEC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVEXIA WEALTH LLC held WEC β€” position size vs. price
% of Fund (quarterly)    WEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,158 β€” 0% 0.11% $363K 2025-11-12 $110.28
2025 Q1 UNCHANGED 3,158 β€” 0% 0.12% $330K 2025-04-11 $103.46
2024 Q4 UNCHANGED 3,158 β€” 0% 0.11% $321K 2025-02-13 $99.52
2024 Q3 UNCHANGED 3,158 β€” 0% 0.11% $297K 2024-10-10 $89.33
2024 Q2 ADDED 3,158 +32 +1.0% 0.10% $259K 2024-07-31 $81.06
2024 Q1 UNCHANGED 3,126 β€” 0% 0.10% $247K 2024-05-03 $77.62
2023 Q4 UNCHANGED 3,126 β€” 0% 0.11% $250K 2024-02-06 $72.29
2023 Q3 INITIATED 3,126 β€” β€” 0.13% $257K 2023-10-30 $74.57

FAQ About EVEXIA WEALTH LLC and WEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVEXIA WEALTH LLC reported owning WEC?

EVEXIA WEALTH LLC reported WEC across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported WEC position in EVEXIA WEALTH LLC's portfolio?

The largest reported portfolio weight for WEC was 0.13% in 2023 Q3.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2025 Q3, when EVEXIA WEALTH LLC reported 3,158 shares, equal to 0.11% of portfolio, with an estimated market value of $363K.

What does the chart on this WEC ownership page compare?

The chart compares EVEXIA WEALTH LLC's quarterly WEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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