Archer Investment Corporation’s WEC Energy WEC Stock Holding History

Archer Investment Corporation’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
2025 Q4	–	Sell	-21	Closed	-$2.39K	–	1234
2025 Q3	$2.39K	Hold	21	–	–	﹤0.01%	979
2025 Q2	$2.16K	Hold	21	–	–	﹤0.01%	964
2025 Q1	$2.24K	Sell	21 -41	-66%	-$4.19K	﹤0.01%	936
2024 Q4	$5.86K	Hold	62	–	–	﹤0.01%	803
2024 Q3	$5.98K	Buy	+62	New	+$5.5K	﹤0.01%	777
2021 Q3	–	Sell	-108	Closed	-$9.61K	–	738
2021 Q2	$9.61K	Hold	108	–	–	﹤0.01%	458
2021 Q1	$10.1K	Hold	108	–	–	﹤0.01%	540
2020 Q4	$9.94K	Hold	108	–	–	﹤0.01%	501
2020 Q3	$10.5K	Hold	108	–	–	0.01%	446
2020 Q2	$9.47K	Hold	108	–	–	0.01%	445
2020 Q1	$10K	Hold	108	–	–	0.01%	427
2019 Q4	$10K	Hold	108	–	–	0.01%	456
2019 Q3	$10K	Hold	108	–	–	0.01%	348
2019 Q2	$9K	Hold	108	–	–	0.01%	349
2019 Q1	$9K	Hold	108	–	–	0.01%	349
2018 Q4	$7K	Buy	+108	New	+$7.58K	0.01%	338

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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