Amplius Wealth Advisors’s WEC Energy WEC Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-978	Closed	-$94K	–	915
2021 Q4	$94K	Buy	+978	New	+$89.4K	0.01%	256

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

MAM

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

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

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

Amplius Wealth Advisors's WEC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 978 shares — an estimated $94K sold.

Amplius Wealth Advisors first reported a position in WEC in Q4 2021 and held it in 1 quarter. The position peaked at $94K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

Amplius Wealth Advisors reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 978 WEC Energy shares in Q1 2022, an estimated $94K.
Amplius Wealth Advisors first reported a position in WEC Energy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's WEC Energy position peaked at $94K in Q4 2021.
1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.