Bruderman Asset Management’s WEC Energy WEC Stock Holding History

Bruderman Asset 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	$782K	Sell	7,766 -222	-3%	-$22.5K	1.4%	30
2022 Q1	$798K	Sell	7,988 -6,272	-44%	-$592K	1.2%	34
2021 Q4	$1.39M	Sell	14,260 -28,198	-66%	-$2.58M	1.06%	34
2021 Q3	$3.75M	Buy	42,458 +516	+1%	+$48.4K	0.94%	36
2021 Q2	$3.73M	Buy	41,942 +468	+1%	+$44.1K	1.16%	32
2021 Q1	$3.88M	Buy	41,474 +574	+1%	+$50K	1.08%	31
2020 Q4	$3.76M	Buy	40,900 +1,059	+3%	+$103K	1.09%	31
2020 Q3	$3.86M	Sell	39,841 -3,727	-9%	-$347K	1.27%	28
2020 Q2	$3.89M	Sell	43,568 -32,177	-42%	-$2.9M	1.29%	30
2020 Q1	$6.33M	Sell	75,745 -1,006	-1%	-$96.8K	2.51%	9
2019 Q4	$6.96M	Sell	76,751 -538	-0.7%	-$49.1K	2.17%	13
2019 Q3	$6.79M	Sell	77,289 -10,381	-12%	-$935K	1.72%	18
2019 Q2	$7.31M	Sell	87,670 -441	-0.5%	-$35.4K	1.72%	18
2019 Q1	$6.97M	Sell	88,111 -8,858	-9%	-$657K	1.53%	23
2018 Q4	$6.72M	Buy	96,969 +84	+0.1%	+$5.9K	1.73%	19
2018 Q3	$6.47M	Buy	96,885 +21,613	+29%	+$1.44M	1.48%	22
2018 Q2	$4.87M	Buy	+75,272	New	+$4.68M	1.18%	28

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

Bruderman Asset Management's WEC Position: Q2 2022 in Review

Bruderman Asset Management reduced its WEC Energy (WEC) stake by 2.8% in Q2 2022, selling an estimated $22.5K and leaving 7,766 shares worth $782K. The position accounts for 1.4% of the portfolio, ranked #30.

Bruderman Asset Management first reported a position in WEC in Q2 2018 and has held it in 17 quarters since. The position peaked at $7.31M in Q2 2019. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

Bruderman Asset Management held 7,766 shares of WEC Energy worth $782K as of Q2 2022.
Bruderman Asset Management sold 222 WEC Energy shares in Q2 2022, an estimated $22.5K.
WEC Energy made up 1.4% of Bruderman Asset Management's portfolio in Q2 2022, its #30 holding.
Bruderman Asset Management first reported a position in WEC Energy in Q2 2018 and has held it in 17 quarters since.
Bruderman Asset Management's WEC Energy position peaked at $7.31M in Q2 2019.
1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.