MJP Associates’s WEC Energy WEC Stock Holding History

MJP Associates’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	-3,245	Closed	-$372K	–	266
2025 Q3	$372K	Buy	3,245 +101	+3%	+$10.9K	0.05%	166
2025 Q2	$328K	Buy	3,144 +18	+0.6%	+$1.92K	0.05%	166
2025 Q1	$341K	Buy	3,126 +107	+4%	+$10.9K	0.06%	154
2024 Q4	$284K	Buy	3,019 +98	+3%	+$9.5K	0.05%	174
2024 Q3	$281K	Sell	2,921 -139	-5%	-$12.3K	0.05%	165
2024 Q2	$240K	Sell	3,060 -10	-0.3%	-$812	0.05%	197
2024 Q1	$252K	Buy	3,070 +552	+22%	+$44.4K	0.05%	195
2023 Q4	$212K	Sell	2,518 -52	-2%	-$4.28K	0.06%	165
2023 Q3	$207K	Sell	2,570 -24	-0.9%	-$2.08K	0.06%	154
2023 Q2	$229K	Sell	2,594 -6	-0.2%	-$554	0.08%	133
2023 Q1	$246K	Sell	2,600 -46	-2%	-$4.26K	0.08%	104
2022 Q4	$248K	Sell	2,646 -52	-2%	-$4.8K	0.07%	109
2022 Q3	$241K	Sell	2,698 -5	-0.2%	-$511	0.07%	105
2022 Q2	$272K	Buy	2,703 +71	+3%	+$7.2K	0.08%	101
2022 Q1	$263K	Sell	2,632 -46	-2%	-$4.34K	0.07%	119
2021 Q4	$257K	Sell	2,678 -1,925	-42%	-$176K	0.08%	125
2021 Q3	$406K	Sell	4,603 -184	-4%	-$17.3K	0.14%	83
2021 Q2	$426K	Buy	4,787 +4	+0.1%	+$377	0.15%	82
2021 Q1	$448K	Buy	4,783 +2	+0%	+$174	0.18%	69
2020 Q4	$440K	Buy	+4,781	New	+$465K	0.19%	69

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