Certified Advisory Corp’s WEC Energy WEC Stock Holding History

Certified Advisory Corp’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	-35	Closed	-$4K	–	257
2022 Q2	$4K	Buy	+35	New	+$3.55K	﹤0.01%	202
2021 Q2	–	Sell	-264	Closed	-$25K	–	739
2021 Q1	$25K	Buy	+264	New	+$23K	0.01%	454
2020 Q2	$23K	Buy	259 +2	+0.8%	+$180	0.01%	417
2020 Q1	$23K	Buy	257 +2	+0.8%	+$192	0.01%	391
2019 Q4	$24K	Buy	255 +2	+0.8%	+$182	0.01%	447
2019 Q3	$24K	Buy	253 +1	+0.4%	+$90	0.01%	454
2019 Q2	$21K	Buy	252 +2	+0.8%	+$160	0.01%	484
2019 Q1	$20K	Sell	250 -112	-31%	-$8.31K	0.01%	456
2018 Q4	$25K	Buy	362 +112	+45%	+$7.87K	0.01%	387
2018 Q3	$17K	Hold	250	–	–	0.01%	483
2018 Q2	$15K	Hold	250	–	–	0.01%	481
2018 Q1	$15K	Hold	250	–	–	0.01%	457
2017 Q4	$16K	Buy	+250	New	+$16.8K	0.01%	406

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

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

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

Certified Advisory Corp's WEC Position: Q3 2022 in Review

Certified Advisory Corp sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 35 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in WEC in Q4 2017 and held it in 13 quarters. The position peaked at $25K in Q1 2021. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Certified Advisory Corp reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
Certified Advisory Corp sold 35 WEC Energy shares in Q3 2022, an estimated $4K.
Certified Advisory Corp first reported a position in WEC Energy in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's WEC Energy position peaked at $25K in Q1 2021.
1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Certified Advisory Corp's 13F filing for Q3 2022, filed 14 Nov 2022.