Hazlett, Burt & Watson’s WEC Energy WEC Stock Holding History

Hazlett, Burt & Watson’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	$11K	Hold	96	–	–	﹤0.01%	688
2025 Q4	$10K	Hold	96	–	–	﹤0.01%	712
2025 Q3	$11K	Hold	96	–	–	﹤0.01%	654
2025 Q2	$10K	Sell	96 -85	-47%	-$9.04K	﹤0.01%	596
2025 Q1	$19K	Sell	181 -199	-52%	-$20.3K	0.01%	503
2024 Q4	$36K	Buy	380 +1	+0.3%	+$97	0.02%	395
2024 Q3	$37K	Buy	379 +97	+34%	+$8.6K	0.02%	387
2024 Q2	$23K	Buy	282 +1	+0.4%	+$81	0.01%	434
2024 Q1	$23K	Buy	281 +49	+21%	+$3.94K	0.01%	416
2023 Q4	$20K	Hold	232	–	–	0.01%	421
2023 Q3	$19K	Buy	232 +1	+0.4%	+$87	0.01%	424
2023 Q2	$20K	Buy	+231	New	+$21.3K	0.01%	413

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