6 Meridian’s WEC Energy WEC Stock Holding History

6 Meridian’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
2021 Q3	–	Sell	-2,338	Closed	-$208K	–	506
2021 Q2	$208K	Sell	2,338 -82	-3%	-$7.72K	0.02%	363
2021 Q1	$226K	Buy	+2,420	New	+$211K	0.02%	289
2020 Q3	–	Sell	-2,356	Closed	-$207K	–	391
2020 Q2	$207K	Sell	2,356 -3,958	-63%	-$357K	0.02%	295
2020 Q1	$556K	Sell	6,314 -49	-0.8%	-$4.71K	0.06%	202
2019 Q4	$587K	Buy	6,363 +256	+4%	+$23.3K	0.05%	271
2019 Q3	$581K	Sell	6,107 -722	-11%	-$65.1K	0.06%	232
2019 Q2	$569K	Buy	6,829 +123	+2%	+$9.86K	0.06%	215
2019 Q1	$530K	Sell	6,706 -728	-10%	-$54K	0.05%	224
2018 Q4	$515K	Sell	7,434 -84	-1%	-$5.9K	0.06%	211
2018 Q3	$502K	Buy	7,518 +209	+3%	+$13.9K	0.05%	286
2018 Q2	$473K	Sell	7,309 -175	-2%	-$10.9K	0.05%	287
2018 Q1	$469K	Buy	7,484 +538	+8%	+$33.4K	0.05%	276
2017 Q4	$461K	Buy	+6,946	New	+$466K	0.05%	280

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

6 Meridian's WEC Position: Q3 2021 in Review

6 Meridian sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 2,338 shares — an estimated $208K sold.

6 Meridian first reported a position in WEC in Q4 2017 and held it in 13 quarters. The position peaked at $587K in Q4 2019. 929 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

6 Meridian reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
6 Meridian sold 2,338 WEC Energy shares in Q3 2021, an estimated $208K.
6 Meridian first reported a position in WEC Energy in Q4 2017 and held it in 13 quarters.
6 Meridian's WEC Energy position peaked at $587K in Q4 2019.
929 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on 6 Meridian's 13F filing for Q3 2021, filed 3 Nov 2021.