Claraphi Advisory Network’s WEC Energy WEC Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-338	Closed	-$30K	–	1190
2020 Q1	$30K	Buy	+338	New	+$32.5K	0.01%	570

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claraphi Advisory Network's WEC Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 338 shares — an estimated $30K sold.

Claraphi Advisory Network first reported a position in WEC in Q1 2020 and held it in 1 quarter. The position peaked at $30K in Q1 2020. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Claraphi Advisory Network reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 338 WEC Energy shares in Q2 2020, an estimated $30K.
Claraphi Advisory Network first reported a position in WEC Energy in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's WEC Energy position peaked at $30K in Q1 2020.
904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.