Tortoise Investment Management’s WEC Energy WEC Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-9	Closed	-$1.03K	–	1445
2025 Q3	$1.03K	Buy	9 +6	+200%	+$650	﹤0.01%	1035
2025 Q2	$313	Buy	+3	New	+$319	﹤0.01%	1154
2024 Q1	–	Sell	-110	Closed	-$9.26K	–	892
2023 Q4	$9.26K	Buy	110 +100	+1,000%	+$8.23K	﹤0.01%	588
2023 Q3	$806	Buy	+10	New	+$869	﹤0.01%	746
2018 Q2	–	Sell	-54	Closed	-$3K	–	578
2018 Q1	$3K	Hold	54	–	–	﹤0.01%	491
2017 Q4	$4K	Hold	54	–	–	﹤0.01%	484
2017 Q3	$3K	Hold	54	–	–	﹤0.01%	441
2017 Q2	$3K	Hold	54	–	–	﹤0.01%	443
2017 Q1	$3K	Sell	54 -22	-29%	-$1.3K	﹤0.01%	427
2016 Q4	$4K	Buy	+76	New	+$4.36K	﹤0.01%	416
2016 Q3	–	Sell	-34	Closed	-$2K	–	518
2016 Q2	$2K	Buy	+34	New	+$2.04K	﹤0.01%	448

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