Main Street Financial Solutions’s WEC Energy WEC Stock Holding History

Main Street Financial Solutions’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	-2,305	Closed	-$264K	–	648
2025 Q3	$264K	Buy	2,305 +5	+0.2%	+$542	0.02%	526
2025 Q2	$240K	Buy	2,300 +11	+0.5%	+$1.17K	0.02%	494
2025 Q1	$249K	Buy	2,289 +91	+4%	+$9.29K	0.02%	438
2024 Q4	$207K	Sell	2,198 -61	-3%	-$5.91K	0.02%	459
2024 Q3	$217K	Sell	2,259 -526	-19%	-$46.6K	0.02%	486
2024 Q2	$219K	Buy	2,785 +62	+2%	+$5.04K	0.02%	496
2024 Q1	$224K	Buy	2,723 +40	+1%	+$3.22K	0.02%	467
2023 Q4	$226K	Sell	2,683 -1,253	-32%	-$103K	0.03%	415
2023 Q3	$317K	Buy	3,936 +48	+1%	+$4.17K	0.04%	337
2023 Q2	$343K	Buy	3,888 +1	+0%	+$92	0.05%	325
2023 Q1	$369K	Sell	3,887 -721	-16%	-$66.8K	0.05%	306
2022 Q4	$433K	Buy	4,608 +741	+19%	+$68.5K	0.07%	263
2022 Q3	$346K	Buy	3,867 +104	+3%	+$10.6K	0.06%	298
2022 Q2	$379K	Buy	3,763 +168	+5%	+$17K	0.05%	295
2022 Q1	$359K	Buy	3,595 +3	+0.1%	+$283	0.05%	322
2021 Q4	$349K	Sell	3,592 -931	-21%	-$85.1K	0.05%	346
2021 Q3	$399K	Buy	4,523 +684	+18%	+$64.1K	0.06%	305
2021 Q2	$342K	Sell	3,839 -268	-7%	-$25.2K	0.06%	326
2021 Q1	$384K	Sell	4,107 -270	-6%	-$23.5K	0.07%	266
2020 Q4	$403K	Buy	+4,377	New	+$426K	0.08%	236

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