Mutual Advisors’s WEC Energy WEC Stock Holding History

Mutual 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	-4,556	Closed	-$407K	–	982
2022 Q3	$407K	Buy	+4,556	New	+$465K	0.02%	624

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

Mutual Advisors's WEC Position: Q4 2022 in Review

Mutual Advisors sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 4,556 shares — an estimated $407K sold.

Mutual Advisors first reported a position in WEC in Q3 2022 and held it in 1 quarter. The position peaked at $407K in Q3 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Mutual Advisors reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Mutual Advisors sold 4,556 WEC Energy shares in Q4 2022, an estimated $407K.
Mutual Advisors first reported a position in WEC Energy in Q3 2022 and held it in 1 quarter.
Mutual Advisors's WEC Energy position peaked at $407K in Q3 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Mutual Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.