Kaizen Advisory’s WEC Energy WEC Stock Holding History

Kaizen Advisory’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
2018 Q4	$61K	Buy	876 +180	+26%	+$12.6K	0.04%	290
2018 Q3	$46K	Hold	696	–	–	0.02%	351
2018 Q2	$45K	Buy	696 +386	+125%	+$24K	0.02%	355
2018 Q1	$19K	Hold	310	–	–	0.02%	346
2017 Q4	$21K	Buy	+310	New	+$20.8K	0.01%	322

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Kaizen Advisory's WEC Position: Q4 2018 in Review

Kaizen Advisory increased its WEC Energy (WEC) stake by 26% in Q4 2018, buying an estimated $12.6K and bringing the position to 876 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #290.

Kaizen Advisory first reported a position in WEC in Q4 2017 and has held it in 5 quarters since. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

Kaizen Advisory held 876 shares of WEC Energy worth $61K as of Q4 2018.
Kaizen Advisory bought 180 WEC Energy shares in Q4 2018, an estimated $12.6K.
WEC Energy made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #290 holding.
Kaizen Advisory first reported a position in WEC Energy in Q4 2017 and has held it in 5 quarters since.
847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.