Back to WEC
Annex Advisory Services, LLC → WEC
Annex Advisory Services, LLC WEC Position History
WEC Energy Group, Inc. • Utilities
Quarters held
4
Latest value
$12.1M
Q3 2026
Peak value
$14.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12M |
| Q1 2026 | $12.9M |
| Q2 2026 | $14.2M |
| Q3 2026 | $12.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.1M | 119.6K | — | — |
| Q2 2026 | $14.2M | 121.4K | — | — |
| Q1 2026 | $12.9M | 111.8K | — | — |
| Q4 2025 | $12M | 114.1K | — | — |
Other funds holding WEC
$2.5B
$2.5B
$2.5B
$727.9M
$644.7M
$588.9M
$585.6M