Altium Wealth Management’s WEC Energy WEC Stock Holding History

Altium Wealth Management’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	$225K	Buy	2,232 +12	+0.5%	+$1.22K	0.02%	337
2022 Q1	$222K	Hold	2,220	–	–	0.01%	350
2021 Q4	$215K	Buy	+2,220	New	+$203K	0.01%	358
2021 Q2	–	Sell	-2,188	Closed	-$205K	–	384
2021 Q1	$205K	Sell	2,188 -17	-0.8%	-$1.48K	0.02%	358
2020 Q4	$203K	Buy	2,205 +8	+0.4%	+$778	0.02%	334
2020 Q3	$213K	Buy	+2,197	New	+$205K	0.02%	309
2020 Q1	–	Sell	-2,209	Closed	-$204K	–	366
2019 Q4	$204K	Sell	2,209 -8	-0.4%	-$729	0.02%	268
2019 Q3	$211K	Buy	+2,217	New	+$200K	0.03%	264

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

MAM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Altium Wealth Management's WEC Position: Q2 2022 in Review

Altium Wealth Management increased its WEC Energy (WEC) stake by 0.54% in Q2 2022, buying an estimated $1.22K and bringing the position to 2,232 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #337.

Altium Wealth Management first reported a position in WEC in Q3 2019 and has held it in 8 quarters since. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

Altium Wealth Management held 2,232 shares of WEC Energy worth $225K as of Q2 2022.
Altium Wealth Management bought 12 WEC Energy shares in Q2 2022, an estimated $1.22K.
WEC Energy made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #337 holding.
Altium Wealth Management first reported a position in WEC Energy in Q3 2019 and has held it in 8 quarters since.
1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.