Catalyst Capital Advisors’s WEC Energy WEC Stock Holding History

Catalyst Capital 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
2025 Q4	–	Sell	-869	Closed	-$99.6K	–	461
2025 Q3	$99.6K	Sell	869 -38	-4%	-$4.12K	﹤0.01%	315
2025 Q2	$94.5K	Buy	907 +380	+72%	+$40.4K	﹤0.01%	339
2025 Q1	$57.4K	Sell	527 -561	-52%	-$57.3K	﹤0.01%	357
2024 Q4	$102K	Buy	+1,088	New	+$105K	﹤0.01%	291
2016 Q4	–	Sell	-89,000	Closed	-$5.33M	–	585
2016 Q3	$5.33M	Sell	89,000 -20,990	-19%	-$1.31M	0.59%	37
2016 Q2	$7.18M	Sell	109,990 -8,000	-7%	-$481K	1.35%	9
2016 Q1	$7.09M	Buy	117,990 +37,990	+47%	+$2.13M	1.26%	28
2015 Q4	$4.11M	Buy	+80,000	New	+$4.08M	0.63%	67

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return