Gateway Wealth Partners’s WEC Energy WEC Stock Holding History

Gateway Wealth Partners’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	$858K	Buy	7,411 +4,411	+147%	+$496K	0.03%	410
2025 Q4	$316K	Buy	3,000 +407	+16%	+$45.1K	0.04%	356
2025 Q3	$297K	Buy	2,593 +74	+3%	+$8.02K	0.04%	325
2025 Q2	$262K	Buy	2,519 +197	+8%	+$21K	0.05%	301
2025 Q1	$253K	Buy	2,322 +24	+1%	+$2.45K	0.06%	270
2024 Q4	$216K	Buy	2,298 +1	+0%	+$97	0.06%	275
2024 Q3	$221K	Buy	+2,297	New	+$204K	0.06%	259
2023 Q3	–	Sell	-2,481	Closed	-$219K	–	272
2023 Q2	$219K	Buy	2,481 +102	+4%	+$9.42K	0.04%	223
2023 Q1	$225K	Buy	2,379 +1	+0%	+$93	0.03%	200
2022 Q4	$223K	Buy	+2,378	New	+$220K	0.04%	179

Other funds holding WEC

BlackRock New York $5.72T 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return