KerberRose Wealth Management’s WEC Energy WEC Stock Holding History

KerberRose Wealth 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
2022 Q2	$274K	Buy	+2,725	New	+$276K	0.22%	89

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

MAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

KerberRose Wealth Management's WEC Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in WEC Energy (WEC) in Q2 2022: 2,725 shares worth $274K. The stake represents 0.22% of the portfolio and ranks #89 among its holdings.

1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

KerberRose Wealth Management held 2,725 shares of WEC Energy worth $274K as of Q2 2022.
WEC Energy was a new KerberRose Wealth Management position in Q2 2022.
WEC Energy made up 0.22% of KerberRose Wealth Management's portfolio in Q2 2022, its #89 holding.
1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.