Investment Partners’s WEC Energy WEC Stock Holding History

Investment Partners’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 Q4	–	Sell	-5,832	Closed	-$522K	–	249
2022 Q3	$522K	Buy	5,832 +3,770	+183%	+$385K	0.16%	132
2022 Q2	$208K	Sell	2,062 -47	-2%	-$4.76K	0.1%	149
2022 Q1	$210K	Buy	2,109 +13	+0.6%	+$1.23K	0.09%	162
2021 Q4	$203K	Sell	2,096 -316	-13%	-$28.9K	0.08%	168
2021 Q3	$213K	Sell	2,412 -510	-17%	-$47.8K	0.1%	156
2021 Q2	$260K	Buy	2,922 +12	+0.4%	+$1.13K	0.12%	143
2021 Q1	$272K	Buy	2,910 +15	+0.5%	+$1.31K	0.13%	130
2020 Q4	$266K	Buy	+2,895	New	+$282K	0.14%	125
2019 Q2	–	Sell	-2,974	Closed	-$235K	–	154
2019 Q1	$235K	Buy	2,974 +13	+0.4%	+$964	0.17%	127
2018 Q4	$205K	Buy	+2,961	New	+$208K	0.17%	124
2018 Q1	–	Sell	-3,710	Closed	-$246K	–	162
2017 Q4	$246K	Buy	+3,710	New	+$249K	0.18%	126
2016 Q4	–	Sell	-3,868	Closed	-$232K	–	176
2016 Q3	$232K	Buy	+3,868	New	+$241K	0.13%	159

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

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

Bank of America

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

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return