McDonald Partners’s WEC Energy WEC Stock Holding History

McDonald Partners’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	-2,595	Closed	-$297K	–	237
2025 Q3	$297K	Sell	2,595 -5,978	-70%	-$648K	0.09%	193
2025 Q2	$898K	Sell	8,573 -224	-3%	-$23.8K	0.22%	122
2025 Q1	$964K	Buy	8,797 +140	+2%	+$14.3K	0.25%	114
2024 Q4	$814K	Buy	8,657 +475	+6%	+$46.1K	0.21%	127
2024 Q3	$787K	Buy	8,182 +210	+3%	+$18.6K	0.2%	133
2024 Q2	$626K	Buy	7,972 +153	+2%	+$12.4K	0.17%	144
2024 Q1	$642K	Buy	7,819 +198	+3%	+$15.9K	0.18%	142
2023 Q4	$641K	Buy	7,621 +1,774	+30%	+$146K	0.19%	134
2023 Q3	$471K	Buy	5,847 +151	+3%	+$13.1K	0.15%	155
2023 Q2	$503K	Buy	5,696 +118	+2%	+$10.9K	0.15%	155
2023 Q1	$529K	Sell	5,578 -8	-0.1%	-$741	0.17%	146
2022 Q4	$524K	Sell	5,586 -89	-2%	-$8.22K	0.18%	140
2022 Q3	$508K	Sell	5,675 -31	-0.5%	-$3.17K	0.19%	135
2022 Q2	$574K	Sell	5,706 -5	-0.1%	-$507	0.15%	170
2022 Q1	$570K	Buy	+5,711	New	+$539K	0.12%	186
2021 Q4	–	Sell	-5,057	Closed	-$446K	–	726
2021 Q3	$446K	Buy	5,057 +689	+16%	+$64.6K	0.1%	202
2021 Q2	$389K	Buy	4,368 +245	+6%	+$23.1K	0.09%	218
2021 Q1	$386K	Sell	4,123 -27	-0.7%	-$2.35K	0.1%	201
2020 Q4	$382K	Buy	+4,150	New	+$404K	0.11%	196

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