FormulaFolio Investments’s WEC Energy WEC Stock Holding History

FormulaFolio Investments’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	$8K	Hold	93	–	–	﹤0.01%	299
2021 Q1	$9K	Sell	93 -4,310	-98%	-$376K	﹤0.01%	293
2020 Q4	$405K	Buy	+4,403	New	+$428K	0.01%	477
2019 Q2	–	Sell	-4,167	Closed	-$330K	–	364
2019 Q1	$330K	Sell	4,167 -558	-12%	-$41.4K	0.01%	251
2018 Q4	$315K	Hold	4,725	–	–	0.01%	260
2018 Q3	$315K	Buy	4,725 +1	+0%	+$67	0.01%	260
2018 Q2	$305K	Buy	4,724 +493	+12%	+$30.6K	0.01%	250
2018 Q1	$265K	Buy	4,231 +60	+1%	+$3.72K	0.02%	236
2017 Q4	$277K	Sell	4,171 -6	-0.1%	-$403	0.02%	225
2017 Q3	$262K	Sell	4,177 -335	-7%	-$21.4K	0.02%	195
2017 Q2	$277K	Buy	4,512 +191	+4%	+$11.8K	0.03%	178
2017 Q1	$262K	Buy	+4,321	New	+$255K	0.03%	176

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

FormulaFolio Investments's WEC Position: Q2 2021 in Review

FormulaFolio Investments held its WEC Energy (WEC) position steady in Q2 2021 at 93 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

FormulaFolio Investments first reported a position in WEC in Q1 2017 and has held it in 12 quarters since. The position peaked at $405K in Q4 2020. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

FormulaFolio Investments held 93 shares of WEC Energy worth $8K as of Q2 2021.
FormulaFolio Investments left its WEC Energy share count unchanged in Q2 2021.
WEC Energy made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #299 holding.
FormulaFolio Investments first reported a position in WEC Energy in Q1 2017 and has held it in 12 quarters since.
FormulaFolio Investments's WEC Energy position peaked at $405K in Q4 2020.
948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.