Bridgewater Associates’s WEC Energy WEC Stock Holding History

Bridgewater Associates’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	–	Sell	-30,263	Closed	-$2.87M	–	775
2023 Q1	$2.87M	Sell	30,263 -102,633	-77%	-$9.5M	0.02%	405
2022 Q4	$12.5M	Buy	132,896 +83,576	+169%	+$7.72M	0.07%	215
2022 Q3	$4.41M	Sell	49,320 -52,723	-52%	-$5.39M	0.02%	409
2022 Q2	$10.3M	Buy	102,043 +31,534	+45%	+$3.2M	0.04%	322
2022 Q1	$7.04M	Buy	70,509 +53,240	+308%	+$5.03M	0.03%	377
2021 Q4	$1.68M	Buy	+17,269	New	+$1.58M	0.01%	485
2020 Q3	–	Sell	-5,341	Closed	-$468K	–	506
2020 Q2	$468K	Sell	5,341 -4,269	-44%	-$385K	0.01%	271
2020 Q1	$847K	Buy	+9,610	New	+$924K	0.02%	220
2019 Q1	–	Sell	-22,310	Closed	-$1.54M	–	510
2018 Q4	$1.54M	Buy	22,310 +7,152	+47%	+$502K	0.01%	280
2018 Q3	$1.01M	Buy	15,158 +9,570	+171%	+$638K	0.01%	222
2018 Q2	$361K	Sell	5,588 -3,527	-39%	-$219K	﹤0.01%	386
2018 Q1	$572K	Buy	+9,115	New	+$566K	0.01%	369
2017 Q3	–	Sell	-7,422	Closed	-$456K	–	400
2017 Q2	$456K	Buy	+7,422	New	+$458K	﹤0.01%	265
2015 Q3	–	Sell	-8,254	Closed	-$371K	–	497
2015 Q2	$371K	Buy	+8,254	New	+$396K	﹤0.01%	287
2013 Q3	–	Sell	-5,200	Closed	-$213K	–	404
2013 Q2	$213K	Buy	+5,200	New	+$221K	﹤0.01%	317

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $501B 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return