Loring Wolcott & Coolidge Fiduciary Advisors’s WEC Energy WEC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-11	Closed	–	–	610
2022 Q3	$0	Hold	11	–	–	﹤0.01%	645
2022 Q2	$1K	Buy	+11	New	+$1.11K	﹤0.01%	624
2021 Q4	–	Sell	-46	Closed	-$4K	–	774
2021 Q3	$4K	Hold	46	–	–	﹤0.01%	677
2021 Q2	$4K	Buy	+46	New	+$4.33K	﹤0.01%	775
2021 Q1	–	Sell	-46	Closed	-$4K	–	710
2020 Q4	$4K	Sell	46 -159	-78%	-$15.5K	﹤0.01%	716
2020 Q3	$20K	Hold	205	–	–	﹤0.01%	470
2020 Q2	$18K	Hold	205	–	–	﹤0.01%	463
2020 Q1	$18K	Hold	205	–	–	﹤0.01%	480
2019 Q4	$19K	Hold	205	–	–	﹤0.01%	542
2019 Q3	$19K	Hold	205	–	–	﹤0.01%	525
2019 Q2	$17K	Buy	+205	New	+$16.4K	﹤0.01%	520
2018 Q1	–	Sell	-111	Closed	-$7K	–	796
2017 Q4	$7K	Hold	111	–	–	﹤0.01%	592
2017 Q3	$7K	Buy	+111	New	+$7.08K	﹤0.01%	577
2014 Q1	–	Sell	-970	Closed	-$40K	–	642
2013 Q4	$40K	Hold	970	–	–	﹤0.01%	410
2013 Q3	$39K	Hold	970	–	–	﹤0.01%	388
2013 Q2	$40K	Buy	+970	New	+$41.1K	﹤0.01%	407

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

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

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

MAM

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

AWA

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

Loring Wolcott & Coolidge Fiduciary Advisors's WEC Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 11 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WEC in Q2 2013 and held it in 16 quarters. The position peaked at $40K in Q4 2013. 1,068 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 11 WEC Energy shares in Q4 2022.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WEC Energy in Q2 2013 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WEC Energy position peaked at $40K in Q4 2013.
1,068 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.