Cornerstone Advisory’s WEC Energy WEC Stock Holding History

Cornerstone Advisory’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 Q1	–	Sell	-42	Closed	-$4K	–	786
2021 Q4	$4K	Buy	+42	New	+$3.84K	﹤0.01%	691

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

MAM

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

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

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

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

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

Cornerstone Advisory's WEC Position: Q1 2022 in Review

Cornerstone Advisory sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 42 shares — an estimated $4K sold.

Cornerstone Advisory first reported a position in WEC in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

Cornerstone Advisory reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 42 WEC Energy shares in Q1 2022, an estimated $4K.
Cornerstone Advisory first reported a position in WEC Energy in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's WEC Energy position peaked at $4K in Q4 2021.
1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.