Eventide Asset Management’s WEC Energy WEC Stock Holding History

Eventide 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	$24.2M	Buy	209,072 +2,355	+1%	+$265K	0.4%	88
2025 Q4	$21.8M	Buy	206,717 +174,952	+551%	+$19.4M	0.34%	100
2025 Q3	$3.63M	Buy	31,765 +2,436	+8%	+$264K	0.06%	151
2025 Q2	$3.27M	Buy	29,329 +4,388	+18%	+$467K	0.06%	151
2025 Q1	$2.68M	Buy	24,941 +11,025	+79%	+$1.13M	0.05%	155
2024 Q4	$1.31M	Buy	+13,916	New	+$1.35M	0.02%	180
2023 Q2	–	Sell	-94,165	Closed	-$8.93M	–	155
2023 Q1	$8.93M	Sell	94,165 -86,027	-48%	-$7.96M	0.16%	120
2022 Q4	$16.9M	Sell	180,192 -23,208	-11%	-$2.14M	0.33%	88
2022 Q3	$18.2M	Buy	203,400 +11,400	+6%	+$1.16M	0.36%	78
2022 Q2	$19.3M	Buy	192,000 +46,600	+32%	+$4.72M	0.41%	71
2022 Q1	$14.5M	Buy	+145,400	New	+$13.7M	0.23%	100
2020 Q3	–	Sell	-30,900	Closed	-$2.71M	–	152
2020 Q2	$2.71M	Sell	30,900 -9,000	-23%	-$812K	0.06%	120
2020 Q1	$3.52M	Buy	+39,900	New	+$3.84M	0.12%	99

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