AlphaSimPlex Group’s WEC Energy WEC Stock Holding History

AlphaSimPlex Group’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 Q4	–	Sell	-2,346	Closed	-$207K	–	207
2021 Q3	$207K	Sell	2,346 -2,599	-53%	-$244K	0.17%	202
2021 Q2	$440K	Hold	4,945	–	–	0.22%	178
2021 Q1	$463K	Buy	4,945 +1,327	+37%	+$116K	0.19%	196
2020 Q4	$333K	Hold	3,618	–	–	0.12%	268
2020 Q3	$351K	Buy	3,618 +922	+34%	+$85.9K	0.16%	222
2020 Q2	$236K	Buy	+2,696	New	+$243K	0.18%	213
2020 Q1	–	Sell	-4,849	Closed	-$447K	–	239
2019 Q4	$447K	Hold	4,849	–	–	0.17%	177
2019 Q3	$461K	Sell	4,849 -2,438	-33%	-$220K	0.18%	178
2019 Q2	$608K	Buy	7,287 +2,237	+44%	+$179K	0.19%	159
2019 Q1	$399K	Buy	+5,050	New	+$375K	0.13%	192

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlphaSimPlex Group's WEC Position: Q4 2021 in Review

AlphaSimPlex Group sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 2,346 shares — an estimated $207K sold.

AlphaSimPlex Group first reported a position in WEC in Q1 2019 and held it in 10 quarters. The position peaked at $608K in Q2 2019. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

AlphaSimPlex Group reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
AlphaSimPlex Group sold 2,346 WEC Energy shares in Q4 2021, an estimated $207K.
AlphaSimPlex Group first reported a position in WEC Energy in Q1 2019 and held it in 10 quarters.
AlphaSimPlex Group's WEC Energy position peaked at $608K in Q2 2019.
999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on AlphaSimPlex Group's 13F filing for Q4 2021, filed 10 Feb 2022.