EdgeRock Capital’s WEC Energy WEC Stock Holding History

EdgeRock Capital’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 Q4	–	Sell	-39	Closed	-$3K	–	391
2022 Q3	$3K	Buy	+39	New	+$3.98K	﹤0.01%	292

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

EdgeRock Capital's WEC Position: Q4 2022 in Review

EdgeRock Capital sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 39 shares — an estimated $3K sold.

EdgeRock Capital first reported a position in WEC in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

EdgeRock Capital reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 39 WEC Energy shares in Q4 2022, an estimated $3K.
EdgeRock Capital first reported a position in WEC Energy in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's WEC Energy position peaked at $3K in Q3 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.