AG
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AmeriFlex Group’s WEC Energy WEC Stock Holding History

AmeriFlex Group’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.43K Sell
21
-55
-72% -$6.18K ﹤0.01% 935
2025
Q4 		$8.02K Sell
76
-234
-75% -$25.9K ﹤0.01% 754
2025
Q3 		$35.5K Sell
310
-631
-67% -$68.4K 0.01% 525
2025
Q2 		$97.3K Buy
941
+38
+4% +$4.04K 0.05% 259
2025
Q1 		$98.4K Buy
903
+61
+7% +$6.23K 0.04% 341
2024
Q4 		$83.5K Buy
+842
New +$81.6K 0.04% 337

Other funds holding WEC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return