Key Financial Inc’s WEC Energy WEC Stock Holding History

Key Financial Inc’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	$12.3K	Hold	106	–	–	﹤0.01%	834
2025 Q4	$11.2K	Hold	106	–	–	﹤0.01%	857
2025 Q3	$12K	Hold	106	–	–	﹤0.01%	840
2025 Q2	$11K	Hold	106	–	–	﹤0.01%	827
2025 Q1	$11.6K	Hold	106	–	–	﹤0.01%	786
2024 Q4	$9.97K	Hold	106	–	–	﹤0.01%	810
2024 Q3	$10.2K	Hold	106	–	–	﹤0.01%	793
2024 Q2	$8.32K	Hold	106	–	–	﹤0.01%	829
2024 Q1	$8.71K	Hold	106	–	–	﹤0.01%	796
2023 Q4	$8.92K	Hold	106	–	–	﹤0.01%	771
2023 Q3	$8.54K	Hold	106	–	–	﹤0.01%	758
2023 Q2	$9.35K	Hold	106	–	–	﹤0.01%	747
2023 Q1	$10K	Hold	106	–	–	﹤0.01%	678
2022 Q4	$9.48K	Hold	106	–	–	﹤0.01%	639
2022 Q3	$9K	Buy	106 +45	+74%	+$4.6K	﹤0.01%	665
2022 Q2	$6K	Hold	61	–	–	﹤0.01%	776
2022 Q1	$6K	Hold	61	–	–	﹤0.01%	769
2021 Q4	$6K	Hold	61	–	–	﹤0.01%	698
2021 Q3	$5K	Hold	61	–	–	﹤0.01%	719
2021 Q2	$6K	Hold	61	–	–	﹤0.01%	670
2021 Q1	$6K	Hold	61	–	–	﹤0.01%	581
2020 Q4	$6K	Buy	+61	New	+$5.93K	﹤0.01%	539

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