Aquila Investment Management’s WEC Energy WEC Stock Holding History

Aquila Investment Management’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
2024 Q3	$2.69M	Hold	28,000	–	–	3%	10
2024 Q2	$2.2M	Hold	28,000	–	–	2.06%	17
2024 Q1	$2.3M	Buy	+28,000	New	+$2.25M	1.96%	17
2023 Q4	–	Sell	-29,000	Closed	-$2.34M	–	93
2023 Q3	$2.34M	Hold	29,000	–	–	2.15%	9
2023 Q2	$2.56M	Sell	29,000 -9,000	-24%	-$832K	2.09%	5
2023 Q1	$3.6M	Hold	38,000	–	–	2.97%	1
2022 Q4	$3.56M	Buy	38,000 +8,000	+27%	+$739K	2.76%	2
2022 Q3	$2.68M	Sell	30,000 -2,000	-6%	-$204K	2.01%	9
2022 Q2	$3.22M	Sell	32,000 -2,000	-6%	-$203K	2.29%	2
2022 Q1	$3.39M	Buy	34,000 +5,000	+17%	+$472K	1.92%	11
2021 Q4	$2.81M	Buy	+29,000	New	+$2.65M	1.36%	23

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return