CSat Investment Advisory’s WEC Energy WEC Stock Holding History

CSat Investment 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
2021 Q1	$31K	Buy	332 +114	+52%	+$9.94K	0.03%	305
2020 Q4	$20K	Sell	218 -981	-82%	-$95.5K	0.02%	339
2020 Q3	$116K	Sell	1,199 -4,355	-78%	-$406K	0.01%	405
2020 Q2	$487K	Sell	5,554 -1,190	-18%	-$107K	0.06%	187
2020 Q1	$595K	Buy	6,744 +617	+10%	+$59.3K	0.13%	107
2019 Q4	$565K	Sell	6,127 -606	-9%	-$55.3K	0.15%	137
2019 Q3	$640K	Sell	6,733 -610	-8%	-$55K	0.2%	90
2019 Q2	$612K	Buy	7,343 +7,188	+4,637%	+$576K	0.22%	90
2019 Q1	$12K	Buy	155 +10	+7%	+$742	0.01%	414
2018 Q4	$10K	Buy	145 +5	+4%	+$351	0.01%	416
2018 Q3	$9K	Sell	140 -15	-10%	-$1K	0.01%	392
2018 Q2	$10K	Buy	+155	New	+$9.63K	0.01%	357

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

CSat Investment Advisory's WEC Position: Q1 2021 in Review

CSat Investment Advisory increased its WEC Energy (WEC) stake by 52% in Q1 2021, buying an estimated $9.94K and bringing the position to 332 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #305.

CSat Investment Advisory first reported a position in WEC in Q2 2018 and has held it in 12 quarters since. The position peaked at $640K in Q3 2019. 935 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

CSat Investment Advisory held 332 shares of WEC Energy worth $31K as of Q1 2021.
CSat Investment Advisory bought 114 WEC Energy shares in Q1 2021, an estimated $9.94K.
WEC Energy made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #305 holding.
CSat Investment Advisory first reported a position in WEC Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's WEC Energy position peaked at $640K in Q3 2019.
935 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.