Vestor Capital’s WEC Energy WEC Stock Holding History

Vestor Capital’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	$52K	Buy	+451	New	+$50.7K	﹤0.01%	258
2025 Q4	–	Sell	-372	Closed	-$43K	–	298
2025 Q3	$43K	Buy	+372	New	+$40.3K	﹤0.01%	284
2025 Q2	–	Sell	-372	Closed	-$41K	–	288
2025 Q1	$41K	Buy	+372	New	+$38K	﹤0.01%	252
2023 Q4	–	Sell	-545	Closed	-$44K	–	269
2023 Q3	$44K	Sell	545 -973	-64%	-$84.5K	﹤0.01%	238
2023 Q2	$134K	Buy	1,518 +69	+5%	+$6.38K	0.01%	152
2023 Q1	$137K	Sell	1,449 -3	-0.2%	-$278	0.02%	154
2022 Q4	$136K	Buy	1,452 +252	+21%	+$23.3K	0.02%	151
2022 Q3	$107K	Buy	1,200 +792	+194%	+$80.9K	0.01%	145
2022 Q2	$41K	Hold	408	–	–	0.01%	209
2022 Q1	$41K	Buy	+408	New	+$38.5K	﹤0.01%	229
2020 Q1	$51K	Hold	578	–	–	0.01%	121
2019 Q4	$53K	Buy	+578	New	+$52.7K	0.01%	143

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