Doyle Wealth Management’s WEC Energy WEC Stock Holding History

Doyle Wealth 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
2022 Q1	–	Sell	-3,073	Closed	-$298K	–	260
2021 Q4	$298K	Buy	3,073 +242	+9%	+$22.1K	0.02%	190
2021 Q3	$250K	Hold	2,831	–	–	0.02%	196
2021 Q2	$252K	Hold	2,831	–	–	0.02%	196
2021 Q1	$265K	Hold	2,831	–	–	0.03%	185
2020 Q4	$261K	Buy	2,831 +720	+34%	+$70.1K	0.03%	184
2020 Q3	$205K	Buy	+2,111	New	+$197K	0.02%	180
2019 Q4	–	Sell	-2,111	Closed	-$201K	–	217
2019 Q3	$201K	Buy	2,111 +27	+1%	+$2.43K	0.03%	193
2019 Q2	$174K	Buy	+2,084	New	+$167K	0.02%	204
2019 Q1	–	Sell	-852	Closed	-$59K	–	757
2018 Q4	$59K	Buy	+852	New	+$59.8K	0.01%	327

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Doyle Wealth Management's WEC Position: Q1 2022 in Review

Doyle Wealth Management sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 3,073 shares — an estimated $298K sold.

Doyle Wealth Management first reported a position in WEC in Q4 2018 and held it in 9 quarters. The position peaked at $298K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

Doyle Wealth Management reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
Doyle Wealth Management sold 3,073 WEC Energy shares in Q1 2022, an estimated $298K.
Doyle Wealth Management first reported a position in WEC Energy in Q4 2018 and held it in 9 quarters.
Doyle Wealth Management's WEC Energy position peaked at $298K in Q4 2021.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Doyle Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.