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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patten & Patten's WEC Position: Q1 2021 in Review

Patten & Patten sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 2,200 shares — an estimated $202K sold.

Patten & Patten first reported a position in WEC in Q2 2018 and held it in 6 quarters. The position peaked at $267K in Q2 2018. 936 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

Patten & Patten reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
Patten & Patten sold 2,200 WEC Energy shares in Q1 2021, an estimated $202K.
Patten & Patten first reported a position in WEC Energy in Q2 2018 and held it in 6 quarters.
Patten & Patten's WEC Energy position peaked at $267K in Q2 2018.
936 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Patten & Patten's 13F filing for Q1 2021, filed 23 Apr 2021.