Future Financial Wealth Management’s WEC Energy WEC Stock Holding History

Future Financial Wealth 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
2025 Q4	–	Sell	-403	Closed	-$46.2K	–	437
2025 Q3	$46.2K	Hold	403	–	–	0.03%	265
2025 Q2	$42K	Hold	403	–	–	0.03%	266
2025 Q1	$43.9K	Hold	403	–	–	0.03%	254
2024 Q4	$37.9K	Sell	403 -253	-39%	-$24.5K	0.03%	268
2024 Q3	$63.1K	Buy	+656	New	+$58.1K	0.05%	227
2024 Q2	–	Sell	-873	Closed	-$71.7K	–	470
2024 Q1	$71.7K	Buy	+873	New	+$70.2K	0.06%	219
2022 Q2	–	Sell	-864	Closed	-$86K	–	497
2022 Q1	$86K	Sell	864 -40	-4%	-$3.78K	0.07%	199
2021 Q4	$87K	Buy	+904	New	+$82.6K	0.07%	207

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