My Personal CFO LLC’s WEC Energy WEC Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-35	Closed	-$3.28K	–	825
2022 Q4	$3.28K	Buy	+35	New	+$3.23K	﹤0.01%	432

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Personal CFO LLC's WEC Position: Q1 2023 in Review

My Personal CFO LLC sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 35 shares — an estimated $3.28K sold.

My Personal CFO LLC first reported a position in WEC in Q4 2022 and held it in 1 quarter. The position peaked at $3.28K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

My Personal CFO LLC reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 35 WEC Energy shares in Q1 2023, an estimated $3.28K.
My Personal CFO LLC first reported a position in WEC Energy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's WEC Energy position peaked at $3.28K in Q4 2022.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.