Fiduciary Planning’s WEC Energy WEC Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-159	Closed	-$15K	–	274
2021 Q1	$15K	Hold	159	–	–	0.02%	135
2020 Q4	$15K	Buy	+159	New	+$15.5K	0.02%	127

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fiduciary Planning's WEC Position: Q2 2021 in Review

Fiduciary Planning sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 159 shares — an estimated $15K sold.

Fiduciary Planning first reported a position in WEC in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

Fiduciary Planning reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 159 WEC Energy shares in Q2 2021, an estimated $15K.
Fiduciary Planning first reported a position in WEC Energy in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's WEC Energy position peaked at $15K in Q1 2021.
948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.