Beck Bode LLC’s WEC Energy WEC Stock Holding History

Beck Bode LLC’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 Q1	–	Sell	-171,822	Closed	-$16.1M	–	134
2024 Q4	$16.1M	Buy	171,822 +14,203	+9%	+$1.38M	2.95%	10
2024 Q3	$15.2M	Buy	157,619 +9,348	+6%	+$828K	2.85%	14
2024 Q2	$11.6M	Buy	+148,271	New	+$12M	2.34%	21
2023 Q2	–	Sell	-106,049	Closed	-$10.1M	–	164
2023 Q1	$10.1M	Buy	+106,049	New	+$9.82M	2.47%	9
2022 Q1	–	Sell	-88,071	Closed	-$8.55M	–	175
2021 Q4	$8.55M	Buy	88,071 +5,036	+6%	+$460K	2.14%	21
2021 Q3	$7.32M	Buy	83,035 +8,503	+11%	+$797K	2.04%	24
2021 Q2	$6.63M	Buy	+74,532	New	+$7.02M	1.83%	25
2020 Q4	–	Sell	-985	Closed	-$95K	–	279
2020 Q3	$95K	Buy	+985	New	+$91.8K	0.03%	81

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

JP Morgan Chase

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