Meritage Portfolio Management’s WEC Energy WEC Stock Holding History

Meritage Portfolio 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	$377K	Sell	3,573 -112	-3%	-$12.4K	0.03%	250
2025 Q3	$422K	Sell	3,685 -20,559	-85%	-$2.23M	0.03%	247
2025 Q2	$2.53M	Sell	24,244 -528	-2%	-$56.2K	0.16%	150
2025 Q1	$2.7M	Sell	24,772 -693	-3%	-$70.8K	0.18%	141
2024 Q4	$2.39M	Sell	25,465 -26,101	-51%	-$2.53M	0.15%	154
2024 Q3	$4.96M	Buy	51,566 +14,658	+40%	+$1.3M	0.3%	103
2024 Q2	$2.9M	Sell	36,908 -841	-2%	-$68.3K	0.18%	147
2024 Q1	$3.1M	Sell	37,749 -2,134	-5%	-$172K	0.2%	147
2023 Q4	$3.36M	Buy	39,883 +1,379	+4%	+$114K	0.22%	135
2023 Q3	$3.1M	Buy	+38,504	New	+$3.35M	0.23%	133

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