Executive Wealth Management’s WEC Energy WEC Stock Holding History

Executive 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
2023 Q3	–	Sell	-2,469	Closed	-$218K	–	212
2023 Q2	$218K	Buy	2,469 +9	+0.4%	+$832	0.02%	190
2023 Q1	$233K	Hold	2,460	–	–	0.03%	179
2022 Q4	$231K	Buy	2,460 +2,241	+1,023%	+$207K	0.03%	175
2022 Q3	$219	Sell	219 -2,241	-91%	-$229K	0.03%	170
2022 Q2	$247K	Sell	2,460 -9	-0.4%	-$913	0.03%	162
2022 Q1	$246K	Buy	2,469 +9	+0.4%	+$850	0.03%	172
2021 Q4	$238K	Buy	2,460 +21	+0.9%	+$1.92K	0.02%	176
2021 Q3	$215K	Hold	2,439	–	–	0.02%	175
2021 Q2	$216K	Sell	2,439 -100	-4%	-$9.42K	0.02%	180
2021 Q1	$237K	Buy	2,539 +100	+4%	+$8.72K	0.03%	171
2020 Q4	$224K	Buy	+2,439	New	+$237K	0.03%	161
2019 Q4	–	Sell	-2,492	Closed	-$237K	–	168
2019 Q3	$237K	Buy	2,492 +743	+42%	+$66.9K	0.04%	123
2019 Q2	$146K	Buy	1,749 +3	+0.2%	+$241	0.02%	185
2019 Q1	$138K	Buy	1,746 +329	+23%	+$24.4K	0.02%	174
2018 Q4	$98K	Buy	+1,417	New	+$99.5K	0.02%	203

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

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

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