Costello Asset Management’s WEC Energy WEC Stock Holding History

Costello Asset Management’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	$11.6K	Hold	100	–	–	﹤0.01%	461
2025 Q4	$10.5K	Sell	100 -55	-35%	-$6.09K	﹤0.01%	457
2025 Q3	$17.7K	Buy	155 +1	+0.6%	+$108	0.01%	389
2025 Q2	$16.1K	Hold	154	–	–	0.01%	406
2025 Q1	$16.8K	Buy	+154	New	+$15.7K	0.01%	374
2022 Q1	–	Sell	-50	Closed	-$5K	–	267
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	199
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	202
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	200
2021 Q1	$5K	Hold	50	–	–	﹤0.01%	216
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	211
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	198
2020 Q2	$4K	Buy	+50	New	+$4.51K	﹤0.01%	197

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