MTM Investment Management’s WEC Energy WEC Stock Holding History

MTM Investment 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
2026 Q1	$302K	Hold	2,610	–	–	0.1%	166
2025 Q4	$275K	Sell	2,610 -15	-0.6%	-$1.66K	0.09%	176
2025 Q3	$301K	Sell	2,625 -95	-3%	-$10.3K	0.1%	172
2025 Q2	$283K	Buy	2,720 +95	+4%	+$10.1K	0.1%	169
2025 Q1	$286K	Sell	2,625 -160	-6%	-$16.3K	0.11%	162
2024 Q4	$262K	Sell	2,785 -15	-0.5%	-$1.45K	0.1%	167
2024 Q3	$267K	Sell	2,800 -30	-1%	-$2.66K	0.1%	162
2024 Q2	$222K	Hold	2,830	–	–	0.09%	178
2024 Q1	$232K	Hold	2,830	–	–	0.1%	171
2023 Q4	$238K	Hold	2,830	–	–	0.11%	159
2023 Q3	$228K	Hold	2,830	–	–	0.12%	152
2023 Q2	$250K	Hold	2,830	–	–	0.12%	155
2023 Q1	$268K	Hold	2,830	–	–	0.14%	146
2022 Q4	$265K	Hold	2,830	–	–	0.14%	146
2022 Q3	$253K	Hold	2,830	–	–	0.14%	145
2022 Q2	$290K	Hold	2,830	–	–	0.16%	132
2022 Q1	$282K	Hold	2,830	–	–	0.14%	140
2021 Q4	$275K	Hold	2,830	–	–	0.13%	143
2021 Q3	$250K	Hold	2,830	–	–	0.14%	139
2021 Q2	$252K	Hold	2,830	–	–	0.13%	141
2021 Q1	$265K	Sell	2,830 -30	-1%	-$2.62K	0.15%	125
2020 Q4	$263K	Buy	+2,860	New	+$278K	0.16%	119

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return