Better Money Decisions’s WEC Energy WEC Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-109	Closed	-$11K	–	447
2022 Q2	$11K	Buy	+109	New	+$11.1K	0.01%	308
2021 Q4	–	Sell	-107	Closed	-$9K	–	578
2021 Q3	$9K	Buy	107 +1	+0.9%	+$94	0.01%	422
2021 Q2	$9K	Buy	106 +1	+1%	+$94	0.01%	409
2021 Q1	$10K	Buy	+105	New	+$9.15K	0.01%	344

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

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

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

Better Money Decisions's WEC Position: Q3 2022 in Review

Better Money Decisions sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 109 shares — an estimated $11K sold.

Better Money Decisions first reported a position in WEC in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Better Money Decisions reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 109 WEC Energy shares in Q3 2022, an estimated $11K.
Better Money Decisions first reported a position in WEC Energy in Q1 2021 and held it in 4 quarters.
Better Money Decisions's WEC Energy position peaked at $11K in Q2 2022.
1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.