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Marino Stram & Associates’s WEC Energy WEC Stock Holding History

Marino Stram & Associates’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
2021
Q3 		– Sell
-4,879
Closed -$434K – 287
2021
Q2 		$434K Buy
+4,879
New +$460K 0.11% 140
2019
Q2 		– Sell
-200
Closed -$16K – 571
2019
Q1 		$16K Hold
200
– – 0.01% 268
2018
Q4 		$14K Sell
200
-200
-50% -$14K 0.01% 249
2018
Q3 		$27K Hold
400
– – 0.02% 216
2018
Q2 		$26K Sell
400
-70
-15% -$4.35K 0.02% 217
2018
Q1 		$29K Buy
470
+1
+0.2% +$62 0.03% 211
2017
Q4 		$31K Buy
+469
New +$31.5K 0.03% 208

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return