Advisors Preferred’s WEC Energy WEC Stock Holding History

Advisors Preferred’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 Q4	–	Sell	-18,606	Closed	-$1.72M	–	228
2022 Q3	$1.72M	Sell	18,606 -8,640	-32%	-$883K	0.88%	14
2022 Q2	$2.74M	Sell	27,246 -16,424	-38%	-$1.67M	0.71%	22
2022 Q1	$4.42M	Buy	+43,670	New	+$4.12M	0.36%	33
2020 Q2	–	Sell	-15,551	Closed	-$1.37M	–	183
2020 Q1	$1.37M	Buy	+15,551	New	+$1.5M	0.84%	26

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Advisors Preferred's WEC Position: Q4 2022 in Review

Advisors Preferred sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 18,606 shares — an estimated $1.72M sold.

Advisors Preferred first reported a position in WEC in Q1 2020 and held it in 4 quarters. The position peaked at $4.42M in Q1 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Advisors Preferred reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Advisors Preferred sold 18,606 WEC Energy shares in Q4 2022, an estimated $1.72M.
Advisors Preferred first reported a position in WEC Energy in Q1 2020 and held it in 4 quarters.
Advisors Preferred's WEC Energy position peaked at $4.42M in Q1 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Advisors Preferred's 13F filing for Q4 2022, filed 9 Feb 2023.