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Baker Tilly Wealth Management’s WEC Energy WEC Stock Holding History

Baker Tilly Wealth 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
2025
Q4 		– Sell
-1,883
Closed -$216K – 298
2025
Q3 		$216K Buy
+1,883
New +$204K 0.05% 257
2025
Q2 		– Sell
-1,860
Closed -$203K – 249
2025
Q1 		$203K Buy
+1,860
New +$190K 0.08% 229
2024
Q2 		– Sell
-4,488
Closed -$369K – 415
2024
Q1 		$369K Buy
4,488
+303
+7% +$24.4K 0.07% 317
2023
Q4 		$352K Sell
4,185
-455
-10% -$37.5K 0.06% 365
2023
Q3 		$374K Buy
4,640
+101
+2% +$8.78K 0.06% 324
2023
Q2 		$401K Buy
4,539
+228
+5% +$21.1K 0.04% 395
2023
Q1 		$409K Buy
4,311
+32
+0.7% +$2.96K 0.05% 384
2022
Q4 		$401K Sell
4,279
-1,150
-21% -$106K 0.05% 380
2022
Q3 		$486K Sell
5,429
-92
-2% -$9.4K 0.07% 297
2022
Q2 		$556K Sell
5,521
-186
-3% -$18.9K 0.07% 273
2022
Q1 		$570K Sell
5,707
-623
-10% -$58.8K 0.06% 311
2021
Q4 		$614K Buy
6,330
+1,328
+27% +$121K 0.07% 314
2021
Q3 		$441K Sell
5,002
-1,548
-24% -$145K 0.06% 350
2021
Q2 		$583K Sell
6,550
-257
-4% -$24.2K 0.09% 244
2021
Q1 		$637K Buy
6,807
+2,834
+71% +$247K 0.13% 196
2020
Q4 		$366K Buy
+3,973
New +$387K 0.11% 197

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return