Bard Financial Services’s WEC Energy WEC Stock Holding History

Bard Financial Services’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 Q3	$465K	Hold	4,060	–	–	0.05%	153
2025 Q2	$423K	Hold	4,060	–	–	0.05%	154
2025 Q1	$442K	Hold	4,060	–	–	0.05%	155
2024 Q4	$382K	Hold	4,060	–	–	0.05%	160
2024 Q3	$390K	Hold	4,060	–	–	0.05%	167
2024 Q2	$319K	Hold	4,060	–	–	0.03%	179
2024 Q1	$333K	Hold	4,060	–	–	0.04%	181
2023 Q4	$342K	Hold	4,060	–	–	0.04%	179
2023 Q3	$327K	Hold	4,060	–	–	0.04%	171
2023 Q2	$358K	Hold	4,060	–	–	0.03%	241
2023 Q1	$385K	Hold	4,060	–	–	0.03%	234
2022 Q4	$381K	Hold	4,060	–	–	0.03%	225
2022 Q3	$363K	Hold	4,060	–	–	0.03%	218
2022 Q2	$409K	Hold	4,060	–	–	0.04%	210
2022 Q1	$405K	Hold	4,060	–	–	0.03%	216
2021 Q4	$394K	Hold	4,060	–	–	0.03%	207
2021 Q3	$358K	Hold	4,060	–	–	0.03%	207
2021 Q2	$361K	Hold	4,060	–	–	0.03%	210
2021 Q1	$380K	Hold	4,060	–	–	0.04%	198
2020 Q4	$374K	Buy	+4,060	New	+$395K	0.04%	191

Other funds holding WEC

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

BlackRock New York $5.72T 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 $530B 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return