Logan Capital Management’s WEC Energy WEC Stock Holding History

Logan Capital Management’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	-16	Closed	-$1.78K	–	476
2025 Q3	$1.78K	Buy	16 +1	+7%	+$108	﹤0.01%	401
2025 Q2	$1.6K	Hold	15	–	–	﹤0.01%	401
2025 Q1	$1.66K	Hold	15	–	–	﹤0.01%	490
2024 Q4	$1.42K	Buy	+15	New	+$1.45K	﹤0.01%	469
2024 Q1	–	Sell	-9	Closed	-$758	–	503
2023 Q4	$758	Sell	9 -9	-50%	-$741	﹤0.01%	484
2023 Q3	$1.45K	Hold	18	–	–	﹤0.01%	463
2023 Q2	$1.59K	Hold	18	–	–	﹤0.01%	453
2023 Q1	$1.71K	Hold	18	–	–	﹤0.01%	464
2022 Q4	$1.69K	Hold	18	–	–	﹤0.01%	494
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	480
2022 Q2	$2K	Sell	18 -33	-65%	-$3.35K	﹤0.01%	511
2022 Q1	$5K	Buy	51 +18	+55%	+$1.7K	﹤0.01%	474
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	521
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	504
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	498
2021 Q1	$3K	Buy	+33	New	+$2.88K	﹤0.01%	476

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return