Bell Investment Advisors’s WEC Energy WEC Stock Holding History

Bell Investment Advisors’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	$1.51K	Hold	13	–	–	﹤0.01%	1424
2025 Q4	$1.37K	Sell	13 -21	-62%	-$2.33K	﹤0.01%	1467
2025 Q3	$3.9K	Buy	34 +5	+17%	+$542	﹤0.01%	1052
2025 Q2	$3.02K	Buy	29 +16	+123%	+$1.7K	﹤0.01%	1193
2025 Q1	$1.42K	Hold	13	–	–	﹤0.01%	1437
2024 Q4	$1.22K	Sell	13 -13	-50%	-$1.26K	﹤0.01%	1520
2024 Q3	$2.5K	Buy	26 +6	+30%	+$532	﹤0.01%	1257
2024 Q2	$1.57K	Sell	20 -6	-23%	-$487	﹤0.01%	1457
2024 Q1	$2.14K	Buy	26 +13	+100%	+$1.04K	﹤0.01%	1333
2023 Q4	$1.09K	Sell	13 -23	-64%	-$1.89K	﹤0.01%	1561
2023 Q3	$2.9K	Sell	36 -19	-35%	-$1.65K	﹤0.01%	1100
2023 Q2	$4.85K	Sell	55 -38	-41%	-$3.51K	﹤0.01%	840
2023 Q1	$8.82K	Buy	93 +33	+55%	+$3.06K	﹤0.01%	532
2022 Q4	$5.63K	Buy	60 +6	+11%	+$554	﹤0.01%	748
2022 Q3	$5K	Buy	54 +5	+10%	+$511	﹤0.01%	726
2022 Q2	$5K	Buy	+49	New	+$4.97K	﹤0.01%	747
2021 Q4	$2K	Sell	18 -30	-63%	-$2.74K	﹤0.01%	1259
2021 Q3	$4K	Buy	+48	New	+$4.5K	﹤0.01%	843

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