Solstein Capital’s WEC Energy WEC Stock Holding History

Solstein Capital’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	$9.49K	Hold	82	–	–	﹤0.01%	338
2025 Q4	$8.65K	Hold	82	–	–	﹤0.01%	344
2025 Q3	$9.4K	Hold	82	–	–	﹤0.01%	336
2025 Q2	$8.54K	Hold	82	–	–	﹤0.01%	350
2025 Q1	$8.94K	Hold	82	–	–	0.01%	243
2024 Q4	$7.71K	Hold	82	–	–	﹤0.01%	253
2024 Q3	$7.89K	Hold	82	–	–	﹤0.01%	254
2024 Q2	$6.43K	Hold	82	–	–	﹤0.01%	259
2024 Q1	$6.73K	Hold	82	–	–	﹤0.01%	258
2023 Q4	$6.9K	Hold	82	–	–	0.01%	251
2023 Q3	$6.61K	Hold	82	–	–	0.01%	244
2023 Q2	$7.24K	Hold	82	–	–	0.01%	243
2023 Q1	$7.77K	Hold	82	–	–	0.01%	214
2022 Q4	$7.69K	Hold	82	–	–	0.01%	224
2022 Q3	$7K	Hold	82	–	–	0.01%	251
2022 Q2	$8K	Hold	82	–	–	0.01%	274
2022 Q1	$8K	Hold	82	–	–	0.01%	307
2021 Q4	$8K	Hold	82	–	–	﹤0.01%	342
2021 Q3	$7K	Hold	82	–	–	﹤0.01%	388
2021 Q2	$7K	Hold	82	–	–	0.01%	366
2021 Q1	$8K	Buy	+82	New	+$7.15K	0.01%	315
2020 Q2	–	Sell	-37	Closed	-$3K	–	306
2020 Q1	$3K	Buy	+37	New	+$3.56K	0.01%	221

Other funds holding WEC

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

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 $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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

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