B. Riley Wealth Management’s WEC Energy WEC Stock Holding History

B. Riley 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	$605	Buy	+6,007	New	+$609K	﹤0.01%	375
2015 Q3	–	Sell	-1,291	Closed	-$58K	–	750
2015 Q2	$58K	Buy	1,291 +234	+22%	+$11.2K	0.05%	378
2015 Q1	$52K	Buy	1,057 +9	+0.9%	+$471	0.04%	401
2014 Q4	$55K	Sell	1,048 -20	-2%	-$981	0.05%	382
2014 Q3	$45K	Buy	1,068 +9	+0.8%	+$400	0.03%	433
2014 Q2	$49K	Buy	1,059 +407	+62%	+$18.9K	0.03%	472
2014 Q1	$30K	Buy	+652	New	+$28.1K	0.02%	556

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

B. Riley Wealth Management's WEC Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in WEC Energy (WEC) in Q2 2022: 6,007 shares worth $605. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in WEC as recently as Q2 2015.

B. Riley Wealth Management first reported a position in WEC in Q1 2014 and has held it in 7 quarters since. The position peaked at $58K in Q2 2015. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

B. Riley Wealth Management held 6,007 shares of WEC Energy worth $605 as of Q2 2022.
WEC Energy was a new B. Riley Wealth Management position in Q2 2022.
WEC Energy made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #375 holding.
B. Riley Wealth Management first reported a position in WEC Energy in Q1 2014 and has held it in 7 quarters since.
B. Riley Wealth Management's WEC Energy position peaked at $58K in Q2 2015.
1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.