E. Ohman J:or Asset Management’s WEC Energy WEC Stock Holding History

E. Ohman J:or Asset 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
2018 Q2	–	Sell	-6,942	Closed	-$435K	–	527
2018 Q1	$435K	Hold	6,942	–	–	0.03%	272
2017 Q4	$461K	Sell	6,942 -2,400	-26%	-$161K	0.04%	282
2017 Q3	$586K	Buy	9,342 +289	+3%	+$18.4K	0.05%	226
2017 Q2	$556K	Hold	9,053	–	–	0.06%	227
2017 Q1	$549K	Buy	9,053 +2,500	+38%	+$147K	0.07%	232
2016 Q4	$384K	Hold	6,553	–	–	0.05%	256
2016 Q3	$392K	Hold	6,553	–	–	0.06%	240
2016 Q2	$428K	Hold	6,553	–	–	0.07%	209
2016 Q1	$394K	Hold	6,553	–	–	0.07%	204
2015 Q4	$336K	Hold	6,553	–	–	0.06%	238
2015 Q3	$342K	Buy	6,553 +1,353	+26%	+$65.8K	0.09%	214
2015 Q2	$234K	Hold	5,200	–	–	0.05%	319
2015 Q1	$257K	Hold	5,200	–	–	0.06%	304
2014 Q4	$279K	Hold	5,200	–	–	0.07%	288
2014 Q3	$224K	Hold	5,200	–	–	0.05%	332
2014 Q2	$244K	Hold	5,200	–	–	0.06%	321
2014 Q1	$242K	Hold	5,200	–	–	0.06%	314
2013 Q4	$215K	Hold	5,200	–	–	0.05%	347
2013 Q3	$210K	Hold	5,200	–	–	0.05%	358
2013 Q2	$213K	Buy	+5,200	New	+$221K	0.06%	321

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

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

E. Ohman J:or Asset Management's WEC Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of WEC Energy (WEC) in Q2 2018, closing a stake of 6,942 shares — an estimated $435K sold.

E. Ohman J:or Asset Management first reported a position in WEC in Q2 2013 and held it in 20 quarters. The position peaked at $586K in Q3 2017. 802 funds tracked by Wall St. Rank hold WEC as of Q2 2018.

E. Ohman J:or Asset Management reported no remaining WEC Energy position as of Q2 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 6,942 WEC Energy shares in Q2 2018, an estimated $435K.
E. Ohman J:or Asset Management first reported a position in WEC Energy in Q2 2013 and held it in 20 quarters.
E. Ohman J:or Asset Management's WEC Energy position peaked at $586K in Q3 2017.
802 funds tracked by Wall St. Rank held WEC Energy as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.