Transce3nd’s WEC Energy WEC Stock Holding History

Transce3nd’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 Q1	–	Sell	-57	Closed	-$5.36K	–	1603
2024 Q4	$5.36K	Buy	+57	New	+$5.53K	﹤0.01%	910

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Transce3nd's WEC Position: Q1 2025 in Review

Transce3nd sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 57 shares — an estimated $5.36K sold.

Transce3nd first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $5.36K in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

Transce3nd reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 57 WEC Energy shares in Q1 2025, an estimated $5.36K.
Transce3nd first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
Transce3nd's WEC Energy position peaked at $5.36K in Q4 2024.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.