Ridgewood Investments’s WEC Energy WEC Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-128	Closed	-$13.3K	–	700
2025 Q2	$13.3K	Sell	128 -1,599	-93%	-$170K	0.01%	481
2025 Q1	$188K	Hold	1,727	–	–	0.09%	186
2024 Q4	$162K	Sell	1,727 -500	-22%	-$48.5K	0.08%	189
2024 Q3	$214K	Sell	2,227 -269	-11%	-$23.8K	0.11%	163
2024 Q2	$196K	Buy	+2,496	New	+$203K	0.1%	175
2023 Q3	–	Sell	-48	Closed	-$4.21K	–	786
2023 Q2	$4.21K	Hold	48	–	–	﹤0.01%	619
2023 Q1	$4.52K	Buy	+48	New	+$4.44K	﹤0.01%	608
2019 Q1	–	Sell	-5,486	Closed	-$366K	–	203
2018 Q4	$366K	Hold	5,486	–	–	0.29%	99
2018 Q3	$366K	Hold	5,486	–	–	0.29%	100
2018 Q2	$355K	Buy	5,486 +294	+6%	+$18.3K	0.32%	98
2018 Q1	$326K	Buy	5,192 +437	+9%	+$27.1K	0.3%	103
2017 Q4	$316K	Hold	4,755	–	–	0.28%	105
2017 Q3	$299K	Sell	4,755 -141	-3%	-$8.99K	0.29%	103
2017 Q2	$301K	Sell	4,896 -132	-3%	-$8.15K	0.3%	100
2017 Q1	$305K	Buy	5,028 +599	+14%	+$35.3K	0.33%	90
2016 Q4	$259K	Buy	+4,429	New	+$254K	0.31%	89

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return