BFP
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Briaud Financial Planning’s WEC Energy WEC Stock Holding History

Briaud Financial Planning’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 		– Sell
-184
Closed -$19K – 341
2025
Q2 		$19K Buy
184
+70
+61% +$7.45K 0.01% 182
2025
Q1 		$12K Hold
114
– – ﹤0.01% 142
2024
Q4 		$10K Hold
114
– – ﹤0.01% 139
2024
Q3 		$10K Hold
114
– – 0.01% 107
2024
Q2 		$8K Hold
114
– – ﹤0.01% 108
2024
Q1 		$10K Buy
+114
New +$9.17K 0.01% 101
2023
Q4 		– Sell
-114
Closed -$9K – 166
2023
Q3 		$9K Buy
+114
New +$9.9K 0.01% 108

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