DC Investments Management’s WEC Energy WEC Stock Holding History

DC Investments Management’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 Q3	–	Sell	-4,265	Closed	-$374K	–	299
2020 Q2	$374K	Sell	4,265 -2,871	-40%	-$259K	0.14%	110
2020 Q1	$629K	Buy	7,136 +606	+9%	+$58.3K	0.51%	35
2019 Q4	$602K	Sell	6,530 -497	-7%	-$45.3K	0.46%	48
2019 Q3	$668K	Sell	7,027 -688	-9%	-$62K	0.39%	34
2019 Q2	$643K	Sell	7,715 -1,246	-14%	-$99.9K	0.36%	54
2019 Q1	$709K	Hold	8,961	–	–	0.45%	45
2018 Q4	$621K	Buy	8,961 +730	+9%	+$51.3K	0.51%	44
2018 Q3	$550K	Sell	8,231 -147	-2%	-$9.8K	0.37%	113
2018 Q2	$542K	Sell	8,378 -7,704	-48%	-$479K	0.34%	140
2018 Q1	$1.01M	Hold	16,082	–	–	0.68%	38
2017 Q4	$1.07M	Buy	+16,082	New	+$1.08M	0.44%	35

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

DC Investments Management's WEC Position: Q3 2020 in Review

DC Investments Management sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 4,265 shares — an estimated $374K sold.

DC Investments Management first reported a position in WEC in Q4 2017 and held it in 11 quarters. The position peaked at $1.07M in Q4 2017. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

DC Investments Management reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 4,265 WEC Energy shares in Q3 2020, an estimated $374K.
DC Investments Management first reported a position in WEC Energy in Q4 2017 and held it in 11 quarters.
DC Investments Management's WEC Energy position peaked at $1.07M in Q4 2017.
908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.