DWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return