MFG
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Mendota Financial Group’s WEC Energy WEC Stock Holding History

Mendota Financial Group’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
-105
Closed -$12K – 115
2025
Q3 		$12K Hold
105
– – 0.01% 96
2025
Q2 		$10.9K Hold
105
– – 0.01% 75
2025
Q1 		$11.4K Hold
105
– – 0.01% 76
2024
Q4 		$9.88K Sell
105
-31
-23% -$3.01K 0.01% 239
2024
Q3 		$13.1K Buy
136
+76
+127% +$6.74K 0.01% 232
2024
Q2 		$4.71K Hold
60
– – ﹤0.01% 254
2024
Q1 		$4.93K Hold
60
– – ﹤0.01% 264
2023
Q4 		$5.05K Buy
+60
New +$4.94K ﹤0.01% 295
2023
Q2 		– Sell
-748
Closed -$74.6K – 387
2023
Q1 		$74.6K Sell
748
-16
-2% -$1.48K 0.07% 113
2022
Q4 		$71.6K Buy
+764
New +$70.6K 0.09% 117

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Geode Capital Management
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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