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WFA Asset Management Corp

SEC CIK
0001994434
Latest filing
Oct 30, 2025

WEC holding history

Wec Energy Group, Inc. in every 13F filed by WFA Asset Management Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEC overviewAll 13F holders of WECFull Q3 2025 holdings

Shares (Q3 2025)
3,089
Value
$297.1K
% of portfolio
0.2%
Quarters held
16
Since Q4 2021
Holdings of WEC by WFA Asset Management Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,089$297.1K0.2%+396+14.7%AddedHolders
Q2 20252,693$211.3K0.1%−2,372−46.8%ReducedHolders
Q1 20255,065$415.9K0.2%+2,265+80.9%AddedHolders
Q4 20242,800$263.3K0.1%−289−9.4%ReducedHolders
Q3 20243,089$297.1K0.2%+396+14.7%AddedHolders
Q2 20242,693$211.3K0.1%−2,372−46.8%ReducedHolders
Q1 20245,065$415.9K0.2%+46+0.9%AddedHolders
Q4 20235,019$422.4K0.2%−144−2.8%ReducedHolders
Q3 20235,163$415.9K0.2%+33+0.6%AddedHolders
Q2 20235,130$452.7K0.3%+100+2.0%AddedHolders
Q1 20235,030$476.8K0.3%+31+0.6%AddedHolders
Q4 20224,999$468.7K0.3%+1,582+46.3%AddedHolders
Q3 20223,417$305.5K0.2%−84−2.4%ReducedHolders
Q2 20223,501$352.4K0.2%+12+0.3%AddedHolders
Q1 20223,489$348.2K0.2%+15+0.4%AddedHolders
Q4 20213,474$337.2K0.2%–No prior filingHolders