Horizon Investment Services’s WEC Energy WEC Stock Holding History

Horizon Investment Services’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 Q3	–	Sell	-3,791	Closed	-$395K	–	143
2025 Q2	$395K	Buy	3,791 +318	+9%	+$33.8K	0.17%	78
2025 Q1	$379K	Buy	+3,473	New	+$355K	0.18%	79
2019 Q3	–	Sell	-8,420	Closed	-$702K	–	103
2019 Q2	$702K	Sell	8,420 -174	-2%	-$14K	0.48%	50
2019 Q1	$680K	Sell	8,594 -657	-7%	-$48.7K	0.46%	50
2018 Q4	$641K	Sell	9,251 -2,342	-20%	-$164K	0.51%	46
2018 Q3	$774K	Sell	11,593 -435	-4%	-$29K	0.4%	49
2018 Q2	$778K	Sell	12,028 -120	-1%	-$7.46K	0.39%	57
2018 Q1	$762K	Buy	12,148 +179	+1%	+$11.1K	0.34%	58
2017 Q4	$795K	Buy	+11,969	New	+$803K	0.33%	59

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return