FWM
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Fairhaven Wealth Management’s WEC Energy WEC Stock Holding History

Fairhaven 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
Q4 		– Sell
-2,240
Closed -$200K – 128
2022
Q3 		$200K Hold
2,240
– – 0.09% 99
2022
Q2 		$225K Sell
2,240
-497
-18% -$50.4K 0.11% 94
2022
Q1 		$273K Buy
2,737
+181
+7% +$17.1K 0.11% 92
2021
Q4 		$248K Hold
2,556
– – 0.1% 92
2021
Q3 		$225K Hold
2,556
– – 0.09% 96
2021
Q2 		$227K Hold
2,556
– – 0.09% 98
2021
Q1 		$239K Sell
2,556
-752
-23% -$65.6K 0.1% 92
2020
Q4 		$304K Buy
+3,308
New +$322K 0.13% 79
2020
Q2 		– Sell
-2,520
Closed -$222K – 104
2020
Q1 		$222K Buy
+2,520
New +$242K 0.2% 62
2019
Q2 		– Sell
-2,962
Closed -$234K – 85
2019
Q1 		$234K Hold
2,962
– – 0.22% 66
2018
Q4 		$205K Buy
+2,962
New +$208K 0.2% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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