Prelude Capital Management’s WEC Energy WEC Stock Holding History

Prelude Capital Management’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	-6,072	Closed	-$543K	–	1642
2022 Q3	$543K	Buy	+6,072	New	+$620K	0.02%	621
2021 Q4	–	Sell	-3,093	Closed	-$273K	–	2283
2021 Q3	$273K	Buy	+3,093	New	+$290K	0.01%	1190
2020 Q4	–	Sell	-3,146	Closed	-$305K	–	2058
2020 Q3	$305K	Buy	+3,146	New	+$293K	0.01%	558
2020 Q2	–	Sell	-748	Closed	-$66K	–	2288
2020 Q1	$66K	Buy	+748	New	+$71.9K	﹤0.01%	694
2019 Q1	–	Sell	-89	Closed	-$6K	–	2226
2018 Q4	$6K	Buy	+89	New	+$6.25K	﹤0.01%	1576
2018 Q3	–	Sell	-5,320	Closed	-$344K	–	2066
2018 Q2	$344K	Buy	5,320 +320	+6%	+$19.9K	0.02%	637
2018 Q1	$314K	Buy	+5,000	New	+$310K	0.02%	575
2016 Q1	–	Sell	-2,144	Closed	-$110K	–	1548
2015 Q4	$110K	Sell	2,144 -19,933	-90%	-$1.02M	0.02%	784
2015 Q3	$1.15M	Buy	22,077 +16,123	+271%	+$784K	0.17%	142
2015 Q2	$268K	Buy	5,954 +3,533	+146%	+$170K	0.04%	489
2015 Q1	$120K	Sell	2,421 -3,219	-57%	-$168K	0.02%	920
2014 Q4	$297K	Buy	+5,640	New	+$277K	0.04%	507

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America

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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return