FourThought Financial’s WEC Energy WEC Stock Holding History

FourThought Financial’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 Q3	$215K	Sell	2,407 -1,338	-36%	-$137K	0.03%	288
2022 Q2	$377K	Sell	3,745 -312	-8%	-$31.6K	0.06%	219
2022 Q1	$405K	Sell	4,057 -60	-1%	-$5.67K	0.05%	226
2021 Q4	$400K	Sell	4,117 -279	-6%	-$25.5K	0.05%	236
2021 Q3	$387K	Sell	4,396 -505	-10%	-$47.4K	0.05%	240
2021 Q2	$435K	Sell	4,901 -1,188	-20%	-$112K	0.06%	231
2021 Q1	$569K	Sell	6,089 -409	-6%	-$35.7K	0.08%	189
2020 Q4	$598K	Buy	+6,498	New	+$632K	0.1%	165

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

MAM

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FourThought Financial's WEC Position: Q3 2022 in Review

FourThought Financial reduced its WEC Energy (WEC) stake by 36% in Q3 2022, selling an estimated $137K and leaving 2,407 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #288.

FourThought Financial first reported a position in WEC in Q4 2020 and has held it in 8 quarters since. The position peaked at $598K in Q4 2020. 1,014 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

FourThought Financial held 2,407 shares of WEC Energy worth $215K as of Q3 2022.
FourThought Financial sold 1,338 WEC Energy shares in Q3 2022, an estimated $137K.
WEC Energy made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #288 holding.
FourThought Financial first reported a position in WEC Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's WEC Energy position peaked at $598K in Q4 2020.
1,014 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.