Advisor Partners’s WEC Energy WEC Stock Holding History

Advisor Partners’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
2022 Q2	$1.37M	Buy	13,616 +2,435	+22%	+$247K	0.1%	217
2022 Q1	$1.12M	Buy	11,181 +710	+7%	+$67K	0.07%	275
2021 Q4	$1.02M	Buy	10,471 +529	+5%	+$48.4K	0.06%	301
2021 Q3	$877K	Sell	9,942 -1,011	-9%	-$94.8K	0.06%	305
2021 Q2	$974K	Sell	10,953 -127	-1%	-$12K	0.06%	294
2021 Q1	$1.04M	Buy	11,080 +160	+1%	+$13.9K	0.07%	262
2020 Q4	$1M	Sell	10,920 -556	-5%	-$54.1K	0.08%	249
2020 Q3	$1.11M	Sell	11,476 -457	-4%	-$42.6K	0.1%	186
2020 Q2	$1.05M	Buy	11,933 +4	+0%	+$361	0.1%	189
2020 Q1	$1.05M	Buy	11,929 +3,421	+40%	+$329K	0.13%	162
2019 Q4	$810K	Buy	8,508 +546	+7%	+$49.8K	0.08%	248
2019 Q3	$757K	Buy	7,962 +464	+6%	+$41.8K	0.09%	238
2019 Q2	$625K	Sell	7,498 -547	-7%	-$43.9K	0.08%	262
2019 Q1	$636K	Buy	8,045 +201	+3%	+$14.9K	0.08%	242
2018 Q4	$543K	Buy	7,844 +363	+5%	+$25.5K	0.09%	255
2018 Q3	$499K	Buy	7,481 +47	+0.6%	+$3.13K	0.07%	303
2018 Q2	$481K	Sell	7,434 -46	-0.6%	-$2.86K	0.08%	286
2018 Q1	$469K	Sell	7,480 -13	-0.2%	-$807	0.09%	278
2017 Q4	$473K	Buy	7,493 +398	+6%	+$26.7K	0.08%	282
2017 Q3	$445K	Buy	7,095 +119	+2%	+$7.59K	0.09%	255
2017 Q2	$428K	Buy	6,976 +271	+4%	+$16.7K	0.1%	251
2017 Q1	$407K	Buy	6,705 +1,215	+22%	+$71.6K	0.11%	242
2016 Q4	$322K	Buy	5,490 +55	+1%	+$3.15K	0.1%	260
2016 Q3	$325K	Buy	5,435 +475	+10%	+$29.7K	0.11%	231
2016 Q2	$324K	Buy	4,960 +251	+5%	+$15.1K	0.11%	214
2016 Q1	$283K	Buy	4,709 +78	+2%	+$4.37K	0.11%	226
2015 Q4	$238K	Sell	4,631 -109	-2%	-$5.56K	0.08%	263
2015 Q3	$248K	Buy	+4,740	New	+$231K	0.1%	235
2015 Q1	–	Sell	-3,807	Closed	-$200K	–	337
2014 Q4	$200K	Buy	+3,807	New	+$187K	0.09%	290

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

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

MAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Advisor Partners's WEC Position: Q2 2022 in Review

Advisor Partners increased its WEC Energy (WEC) stake by 22% in Q2 2022, buying an estimated $247K and bringing the position to 13,616 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #217.

Advisor Partners first reported a position in WEC in Q4 2014 and has held it in 29 quarters since. 1,041 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

Advisor Partners held 13,616 shares of WEC Energy worth $1.37M as of Q2 2022.
Advisor Partners bought 2,435 WEC Energy shares in Q2 2022, an estimated $247K.
WEC Energy made up 0.1% of Advisor Partners's portfolio in Q2 2022, its #217 holding.
Advisor Partners first reported a position in WEC Energy in Q4 2014 and has held it in 29 quarters since.
1,041 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.