Joel Isaacson & Co’s WEC Energy WEC Stock Holding History

Joel Isaacson & Co’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
2020 Q1	–	Sell	-5,799	Closed	-$535K	–	214
2019 Q4	$535K	Hold	5,799	–	–	0.07%	124
2019 Q3	$551K	Hold	5,799	–	–	0.08%	115
2019 Q2	$483K	Sell	5,799 -83	-1%	-$6.66K	0.07%	128
2019 Q1	$465K	Buy	+5,882	New	+$436K	0.07%	143
2017 Q1	–	Sell	-825	Closed	-$48K	–	532
2016 Q4	$48K	Hold	825	–	–	0.01%	315
2016 Q3	$49K	Hold	825	–	–	0.01%	322
2016 Q2	$54K	Hold	825	–	–	0.01%	316
2016 Q1	$50K	Hold	825	–	–	0.01%	333
2015 Q4	$42K	Buy	825 +83	+11%	+$4.24K	0.01%	354
2015 Q3	$39K	Hold	742	–	–	0.01%	374
2015 Q2	$33K	Buy	742 +354	+91%	+$17K	0.01%	425
2015 Q1	$19K	Hold	388	–	–	﹤0.01%	505
2014 Q4	$20K	Hold	388	–	–	0.01%	435
2014 Q3	$17K	Hold	388	–	–	0.01%	438
2014 Q2	$18K	Hold	388	–	–	0.01%	423
2014 Q1	$18K	Hold	388	–	–	0.01%	426
2013 Q4	$16K	Hold	388	–	–	0.01%	399
2013 Q3	$16K	Hold	388	–	–	0.01%	378
2013 Q2	$16K	Buy	+388	New	+$16.5K	0.01%	352

Other funds holding WEC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return