Avion Wealth’s WEC Energy WEC Stock Holding History

Avion Wealth’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	$5K	Sell	51 -1	-2%	-$112	﹤0.01%	690
2025 Q4	$5K	Buy	52 +6	+13%	+$664	﹤0.01%	681
2025 Q3	$5K	Sell	46 -11	-19%	-$1.19K	﹤0.01%	673
2025 Q2	$5K	Buy	57 +28	+97%	+$2.98K	﹤0.01%	647
2025 Q1	$2K	Hold	29	–	–	﹤0.01%	784
2024 Q4	$2K	Buy	29 +5	+21%	+$485	﹤0.01%	781
2024 Q3	$2K	Sell	24 -6	-20%	-$532	﹤0.01%	734
2024 Q2	$2K	Buy	30 +6	+25%	+$487	﹤0.01%	660
2024 Q1	$2K	Buy	+24	New	+$1.93K	﹤0.01%	798
2023 Q4	–	Sell	-24	Closed	-$1K	–	1372
2023 Q3	$1K	Buy	24 +12	+100%	+$1.04K	﹤0.01%	753
2023 Q2	$0	Buy	12 +7	+140%	+$647	﹤0.01%	1062
2023 Q1	$0	Buy	+5	New	+$463	﹤0.01%	801

Other funds holding WEC

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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