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Patten & Patten’s WEC Energy WEC Stock Holding History

Patten & Patten’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
Q1 		– Sell
-2,200
Closed -$202K – 273
2020
Q4 		$202K Buy
+2,200
New +$214K 0.02% 254
2019
Q3 		– Sell
-2,500
Closed -$208K – 239
2019
Q2 		$208K Sell
2,500
-250
-9% -$20K 0.02% 229
2019
Q1 		$217K Sell
2,750
-250
-8% -$18.5K 0.02% 220
2018
Q4 		$208K Hold
3,000
– – 0.03% 216
2018
Q3 		$200K Sell
3,000
-1,135
-27% -$75.7K 0.02% 232
2018
Q2 		$267K Buy
+4,135
New +$257K 0.03% 211

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return