DRW Securities’s WEC Energy WEC Stock Holding History

DRW Securities’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	-34,382	Closed	-$3.94M	–	1761
2025 Q3	$3.94M	Buy	+34,382	New	+$3.73M	0.2%	153
2025 Q2	–	Sell	-2,813	Closed	-$307K	–	1307
2025 Q1	$307K	Buy	+2,813	New	+$287K	0.03%	421
2024 Q4	–	Sell	-14,476	Closed	-$1.39M	–	825
2024 Q3	$1.39M	Buy	+14,476	New	+$1.28M	0.08%	234
2020 Q4	–	Sell	-2,665	Closed	-$258K	–	211
2020 Q3	$258K	Buy	+2,665	New	+$248K	0.07%	134
2018 Q1	–	Sell	-4,416	Closed	-$293K	–	505
2017 Q4	$293K	Buy	+4,416	New	+$296K	0.05%	328

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