Dunhill Financial’s WEC Energy WEC Stock Holding History

Dunhill Financial’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	$9.72K	Buy	84 +2	+2%	+$225	﹤0.01%	540
2025 Q4	$8.65K	Buy	82 +4	+5%	+$443	﹤0.01%	521
2025 Q3	$8.95K	Sell	78 -58	-43%	-$6.29K	﹤0.01%	485
2025 Q2	$14.2K	Buy	136 +59	+77%	+$6.28K	﹤0.01%	387
2025 Q1	$8.42K	Sell	77 -6	-7%	-$613	﹤0.01%	454
2024 Q4	$7.82K	Buy	83 +17	+26%	+$1.65K	﹤0.01%	453
2024 Q3	$6.39K	Sell	66 -2,307	-97%	-$204K	﹤0.01%	497
2024 Q2	$186K	Buy	2,373 +2,348	+9,392%	+$191K	0.12%	75
2024 Q1	$2.03K	Buy	25 +4	+19%	+$322	﹤0.01%	496
2023 Q4	$1.73K	Buy	+21	New	+$1.73K	﹤0.01%	482

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