SouthState Corp’s WEC Energy WEC Stock Holding History

SouthState Corp’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	$2.08K	Hold	18	–	–	﹤0.01%	891
2025 Q4	$1.9K	Sell	18 -132	-88%	-$14.6K	﹤0.01%	993
2025 Q3	$17.2K	Buy	150 +110	+275%	+$11.9K	﹤0.01%	587
2025 Q2	$4.17K	Sell	40 -98	-71%	-$10.4K	﹤0.01%	947
2025 Q1	$15K	Buy	138 +70	+103%	+$7.15K	﹤0.01%	748
2024 Q4	$6.39K	Buy	+68	New	+$6.59K	﹤0.01%	546
2024 Q3	–	Sell	-65	Closed	-$5.1K	–	655
2024 Q2	$5.1K	Buy	+65	New	+$5.28K	﹤0.01%	533
2023 Q4	–	Sell	-160	Closed	-$12.9K	–	693
2023 Q3	$12.9K	Sell	160 -251	-61%	-$21.8K	﹤0.01%	439
2023 Q2	$36.3K	Sell	411 -798	-66%	-$73.7K	﹤0.01%	371
2023 Q1	$115K	Hold	1,209	–	–	0.01%	294
2022 Q4	$113K	Sell	1,209 -232	-16%	-$21.4K	0.01%	314
2022 Q3	$129K	Sell	1,441 -121	-8%	-$12.4K	0.01%	292
2022 Q2	$157K	Buy	1,562 +142	+10%	+$14.4K	0.01%	272
2022 Q1	$142K	Hold	1,420	–	–	0.01%	315
2021 Q4	$138K	Buy	1,420 +829	+140%	+$75.8K	0.01%	300
2021 Q3	$52K	Buy	+591	New	+$55.4K	﹤0.01%	355
2018 Q1	–	Sell	-3,066	Closed	-$204K	–	299
2017 Q4	$204K	Buy	+3,066	New	+$206K	0.02%	296

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