Monograph Wealth Advisors’s WEC Energy WEC Stock Holding History

Monograph Wealth 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
2023 Q4	–	Sell	-2,931	Closed	-$236K	–	136
2023 Q3	$236K	Buy	+2,931	New	+$255K	0.05%	106

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Monograph Wealth Advisors's WEC Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 2,931 shares — an estimated $236K sold.

Monograph Wealth Advisors first reported a position in WEC in Q3 2023 and held it in 1 quarter. The position peaked at $236K in Q3 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

Monograph Wealth Advisors reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 2,931 WEC Energy shares in Q4 2023, an estimated $236K.
Monograph Wealth Advisors first reported a position in WEC Energy in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's WEC Energy position peaked at $236K in Q3 2023.
1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.