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 $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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

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

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