True Wealth Design’s WEC Energy WEC Stock Holding History

True Wealth Design’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	$39K	Buy	337 +253	+301%	+$28.4K	0.01%	476
2025 Q4	$8.86K	Sell	84 -5	-6%	-$554	﹤0.01%	906
2025 Q3	$10.2K	Buy	89 +42	+89%	+$4.55K	﹤0.01%	825
2025 Q2	$4.9K	Sell	47 -9	-16%	-$958	﹤0.01%	810
2025 Q1	$6.1K	Buy	56 +46	+460%	+$4.7K	﹤0.01%	618
2024 Q4	$941	Buy	10 +1	+11%	+$97	﹤0.01%	959
2024 Q3	$866	Buy	9 +1	+13%	+$89	﹤0.01%	1006
2024 Q2	$628	Buy	8 +1	+14%	+$81	﹤0.01%	618
2024 Q1	$575	Buy	7 +3	+75%	+$241	﹤0.01%	597
2023 Q4	$337	Hold	4	–	–	﹤0.01%	586
2023 Q3	$323	Hold	4	–	–	﹤0.01%	541
2023 Q2	$353	Hold	4	–	–	﹤0.01%	538
2023 Q1	$380	Sell	4 -67	-94%	-$6.2K	﹤0.01%	591
2022 Q4	$6.66K	Buy	+71	New	+$6.56K	﹤0.01%	238

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