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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WEC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEC Position History
WEC Energy Group, Inc. • Utilities
Quarters held
5
Latest value
$24.6M
Q3 2026
Peak value
$34.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.1M |
| Q4 2025 | $31.1M |
| Q1 2026 | $20.5M |
| Q2 2026 | $17.8M |
| Q3 2026 | $24.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.6M | 243.9K | — | — |
| Q2 2026 | $17.8M | 154.5K | — | — |
| Q1 2026 | $20.5M | 174.5K | — | — |
| Q4 2025 | $31.1M | 293.2K | — | — |
| Q3 2025 | $34.1M | 296.3K | — | — |
Other funds holding WEC
$2.5B
$2.5B
$2.5B
$727.9M
$644.7M
$588.9M
$585.6M