BWM
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BerganKDV Wealth Management’s WEC Energy WEC Stock Holding History

BerganKDV 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
2023
Q2 		$75.8K Sell
859
-410
-32% -$37.9K 0.01% 332
2023
Q1 		$120K Buy
1,269
+586
+86% +$54.3K 0.01% 292
2022
Q4 		$64K Sell
683
-185
-21% -$17.1K 0.01% 358
2022
Q3 		$78K Sell
868
-294
-25% -$30K 0.01% 322
2022
Q2 		$117K Buy
1,162
+3
+0.3% +$304 0.01% 287
2022
Q1 		$116K Hold
1,159
– – 0.01% 296
2021
Q4 		$112K Buy
1,159
+1
+0.1% +$91 0.01% 321
2021
Q3 		$102K Sell
1,158
-1,000
-46% -$93.8K 0.01% 319
2021
Q2 		$192K Buy
2,158
+1,000
+86% +$94.2K 0.02% 248
2021
Q1 		$108K Sell
1,158
-3
-0.3% -$262 0.01% 287
2020
Q4 		$107K Sell
1,161
-4
-0.3% -$389 0.02% 271
2020
Q3 		$113K Hold
1,165
– – 0.02% 254
2020
Q2 		$102K Sell
1,165
-24
-2% -$2.17K 0.02% 274
2020
Q1 		$105K Buy
1,189
+9
+0.8% +$866 0.02% 255
2019
Q4 		$109K Buy
1,180
+64
+6% +$5.83K 0.02% 263
2019
Q3 		$106K Hold
1,116
– – 0.02% 255
2019
Q2 		$93K Hold
1,116
– – 0.02% 269
2019
Q1 		$88K Hold
1,116
– – 0.02% 291
2018
Q4 		$77K Hold
1,116
– – 0.02% 261
2018
Q3 		$75K Hold
1,116
– – 0.02% 280
2018
Q2 		$72K Buy
+1,116
New +$69.4K 0.02% 276

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return