Estate Counselors’s WEC Energy WEC Stock Holding History

Estate Counselors’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	-602	Closed	-$53K	–	194
2022 Q3	$53K	Hold	602	–	–	0.01%	135
2022 Q2	$60K	Hold	602	–	–	0.01%	134
2022 Q1	$60K	Hold	602	–	–	0.01%	146
2021 Q4	$58K	Hold	602	–	–	0.01%	153
2021 Q3	$53K	Hold	602	–	–	0.01%	164
2021 Q2	$53K	Hold	602	–	–	0.01%	160
2021 Q1	$56K	Hold	602	–	–	0.01%	154
2020 Q4	$55K	Buy	+602	New	+$58.6K	0.01%	126
2020 Q3	–	Sell	-602	Closed	-$52K	–	152
2020 Q2	$52K	Buy	+602	New	+$54.3K	0.01%	137

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

Estate Counselors's WEC Position: Q4 2022 in Review

Estate Counselors sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 602 shares — an estimated $53K sold.

Estate Counselors first reported a position in WEC in Q2 2020 and held it in 9 quarters. The position peaked at $60K in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Estate Counselors reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 602 WEC Energy shares in Q4 2022, an estimated $53K.
Estate Counselors first reported a position in WEC Energy in Q2 2020 and held it in 9 quarters.
Estate Counselors's WEC Energy position peaked at $60K in Q2 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.