First Affirmative Financial Network’s WEC Energy WEC Stock Holding History

First Affirmative Financial Network’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	-4,357	Closed	-$384K	–	224
2023 Q2	$384K	Buy	4,357 +3	+0.1%	+$277	0.38%	81
2023 Q1	$413K	Buy	4,354 +61	+1%	+$5.65K	0.48%	63
2022 Q4	$403K	Sell	4,293 -45	-1%	-$4.16K	0.49%	59
2022 Q3	$388K	Buy	4,338 +1	+0%	+$102	0.49%	52
2022 Q2	$436K	Buy	4,337 +3	+0.1%	+$304	0.5%	50
2022 Q1	$433K	Hold	4,334	–	–	0.42%	63
2021 Q4	$421K	Sell	4,334 -35	-0.8%	-$3.2K	0.38%	69
2021 Q3	$385K	Buy	+4,369	New	+$410K	0.4%	66

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

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

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

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

First Affirmative Financial Network's WEC Position: Q3 2023 in Review

First Affirmative Financial Network sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 4,357 shares — an estimated $384K sold.

First Affirmative Financial Network first reported a position in WEC in Q3 2021 and held it in 8 quarters. The position peaked at $436K in Q2 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

First Affirmative Financial Network reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
First Affirmative Financial Network sold 4,357 WEC Energy shares in Q3 2023, an estimated $384K.
First Affirmative Financial Network first reported a position in WEC Energy in Q3 2021 and held it in 8 quarters.
First Affirmative Financial Network's WEC Energy position peaked at $436K in Q2 2022.
990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on First Affirmative Financial Network's 13F filing for Q3 2023, filed 16 Oct 2023.