Van Hulzen Asset Management’s WEC Energy WEC Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-4,169	Closed	-$392K	–	1120
2024 Q4	$392K	Sell	4,169 -4	-0.1%	-$388	0.03%	240
2024 Q3	$401K	Buy	+4,173	New	+$370K	0.03%	233
2024 Q2	–	Sell	-9,659	Closed	-$793K	–	337
2024 Q1	$793K	Sell	9,659 -1,069	-10%	-$86K	0.05%	190
2023 Q4	$903K	Sell	10,728 -700	-6%	-$57.6K	0.06%	171
2023 Q3	$921K	Hold	11,428	–	–	0.07%	158
2023 Q2	$1.01M	Buy	11,428 +1,890	+20%	+$175K	0.09%	119
2023 Q1	$904K	Hold	9,538	–	–	0.09%	125
2022 Q4	$894K	Buy	9,538 +4	+0%	+$370	0.1%	130
2022 Q3	$853K	Hold	9,534	–	–	0.11%	126
2022 Q2	$960K	Hold	9,534	–	–	0.11%	114
2022 Q1	$952K	Hold	9,534	–	–	0.1%	117
2021 Q4	$925K	Buy	+9,534	New	+$871K	0.1%	123
2021 Q2	–	Sell	-20,110	Closed	-$1.88M	–	289
2021 Q1	$1.88M	Sell	20,110 -930	-4%	-$81.1K	0.3%	69
2020 Q4	$1.94M	Sell	21,040 -845	-4%	-$82.2K	0.29%	73
2020 Q3	$2.12M	Buy	+21,885	New	+$2.04M	0.32%	67
2014 Q2	–	Sell	-5,034	Closed	-$234K	–	91
2014 Q1	$234K	Sell	5,034 -1,822	-27%	-$78.5K	0.24%	77
2013 Q4	$283K	Buy	+6,856	New	+$284K	0.24%	81

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

JP Morgan Chase

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