Goodman Advisory Group’s WEC Energy WEC Stock Holding History

Goodman Advisory Group’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	–	Sell	-31	Closed	-$3K	–	177
2022 Q2	$3K	Buy	+31	New	+$3.14K	﹤0.01%	140

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

Goodman Advisory Group's WEC Position: Q3 2022 in Review

Goodman Advisory Group sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 31 shares — an estimated $3K sold.

Goodman Advisory Group first reported a position in WEC in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Goodman Advisory Group reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
Goodman Advisory Group sold 31 WEC Energy shares in Q3 2022, an estimated $3K.
Goodman Advisory Group first reported a position in WEC Energy in Q2 2022 and held it in 1 quarter.
Goodman Advisory Group's WEC Energy position peaked at $3K in Q2 2022.
1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Goodman Advisory Group's 13F filing for Q3 2022, filed 17 Oct 2022.