Bedel Financial Consulting’s WEC Energy WEC Stock Holding History

Bedel Financial Consulting’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	–	Sell	-130	Closed	-$13K	–	916
2022 Q1	$13K	Hold	130	–	–	﹤0.01%	624
2021 Q4	$13K	Hold	130	–	–	﹤0.01%	652
2021 Q3	$11K	Hold	130	–	–	﹤0.01%	660
2021 Q2	$12K	Hold	130	–	–	﹤0.01%	646
2021 Q1	$12K	Buy	130 +1	+0.8%	+$87	﹤0.01%	618
2020 Q4	$12K	Hold	129	–	–	0.01%	534
2020 Q3	$13K	Hold	129	–	–	0.01%	486
2020 Q2	$11K	Hold	129	–	–	0.01%	481
2020 Q1	$11K	Hold	129	–	–	0.01%	465
2019 Q4	$12K	Hold	129	–	–	0.01%	479
2019 Q3	$12K	Buy	129 +63	+95%	+$5.68K	0.01%	458
2019 Q2	$6K	Hold	66	–	–	﹤0.01%	553
2019 Q1	$5K	Hold	66	–	–	﹤0.01%	580
2018 Q4	$5K	Hold	66	–	–	﹤0.01%	545
2018 Q3	$4K	Hold	66	–	–	﹤0.01%	578
2018 Q2	$4K	Hold	66	–	–	﹤0.01%	579
2018 Q1	$4K	Buy	+66	New	+$4.09K	﹤0.01%	579

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bedel Financial Consulting's WEC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of WEC Energy (WEC) in Q2 2022, closing a stake of 130 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in WEC in Q1 2018 and held it in 17 quarters. The position peaked at $13K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

Bedel Financial Consulting reported no remaining WEC Energy position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 130 WEC Energy shares in Q2 2022, an estimated $13K.
Bedel Financial Consulting first reported a position in WEC Energy in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's WEC Energy position peaked at $13K in Q1 2022.
1,041 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.