KFP
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Keener Financial Planning’s WEC Energy WEC Stock Holding History

Keener Financial Planning’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
-50
Closed -$5K – 220
2025
Q3 		$5K Hold
50
– – ﹤0.01% 186
2025
Q2 		$5K Hold
50
– – ﹤0.01% 188
2025
Q1 		$5K Hold
50
– – ﹤0.01% 151
2024
Q4 		$4K Hold
50
– – ﹤0.01% 161
2024
Q3 		$4K Hold
50
– – ﹤0.01% 167
2024
Q2 		$3K Sell
50
-74
-60% -$6.01K ﹤0.01% 176
2024
Q1 		$11K Buy
+124
New +$9.97K 0.01% 152

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return