Institutional & Family Asset Management’s WEC Energy WEC Stock Holding History

Institutional & Family Asset Management’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 Q3	–	Sell	-19	Closed	-$2K	–	979
2021 Q2	$2K	Sell	19 -25	-57%	-$2.35K	﹤0.01%	848
2021 Q1	$4K	Sell	44 -18	-29%	-$1.57K	﹤0.01%	735
2020 Q4	$6K	Hold	62	–	–	﹤0.01%	627
2020 Q3	$6K	Hold	62	–	–	﹤0.01%	570
2020 Q2	$5K	Buy	62 +18	+41%	+$1.62K	﹤0.01%	586
2020 Q1	$4K	Sell	44 -111	-72%	-$10.7K	﹤0.01%	574
2019 Q4	$14K	Sell	155 -197	-56%	-$18K	﹤0.01%	475
2019 Q3	$33K	Sell	352 -58	-14%	-$5.23K	0.01%	341
2019 Q2	$34K	Hold	410	–	–	0.01%	354
2019 Q1	$32K	Sell	410 -864	-68%	-$64.1K	0.01%	374
2018 Q4	$88K	Buy	1,274 +1,164	+1,058%	+$81.7K	0.02%	243
2018 Q3	$7K	Hold	110	–	–	﹤0.01%	582
2018 Q2	$7K	Hold	110	–	–	﹤0.01%	582
2018 Q1	$7K	Buy	+110	New	+$6.83K	﹤0.01%	562

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Institutional & Family Asset Management's WEC Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 19 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in WEC in Q1 2018 and held it in 14 quarters. The position peaked at $88K in Q4 2018. 930 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

Institutional & Family Asset Management reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 19 WEC Energy shares in Q3 2021, an estimated $2K.
Institutional & Family Asset Management first reported a position in WEC Energy in Q1 2018 and held it in 14 quarters.
Institutional & Family Asset Management's WEC Energy position peaked at $88K in Q4 2018.
930 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.