Advisory Alpha’s WEC Energy WEC Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-70	Closed	-$7K	–	651
2020 Q3	$7K	Buy	+70	New	+$6.52K	﹤0.01%	478
2020 Q2	–	Sell	-70	Closed	-$6.61K	–	618
2020 Q1	$6.61K	Hold	70	–	–	﹤0.01%	457
2019 Q4	$6.56K	Sell	70 -26	-27%	-$2.37K	﹤0.01%	539
2019 Q3	$9.11K	Buy	+96	New	+$8.65K	﹤0.01%	468
2019 Q2	–	Sell	-38	Closed	-$2.94K	–	644
2019 Q1	$2.94K	Buy	+38	New	+$2.82K	﹤0.01%	519

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Advisory Alpha's WEC Position: Q4 2020 in Review

Advisory Alpha sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 70 shares — an estimated $7K sold.

Advisory Alpha first reported a position in WEC in Q1 2019 and held it in 5 quarters. The position peaked at $9.11K in Q3 2019. 963 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

Advisory Alpha reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 70 WEC Energy shares in Q4 2020, an estimated $7K.
Advisory Alpha first reported a position in WEC Energy in Q1 2019 and held it in 5 quarters.
Advisory Alpha's WEC Energy position peaked at $9.11K in Q3 2019.
963 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.