Private Ocean’s WEC Energy WEC Stock Holding History

Private Ocean’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 Q3	–	Sell	-420	Closed	-$37K	–	637
2021 Q2	$37K	Hold	420	–	–	﹤0.01%	284
2021 Q1	$39K	Hold	420	–	–	0.01%	286
2020 Q4	$39K	Hold	420	–	–	0.01%	259
2020 Q3	$41K	Hold	420	–	–	0.01%	237
2020 Q2	$36K	Hold	420	–	–	0.01%	236
2020 Q1	$37K	Hold	420	–	–	0.01%	246
2019 Q4	$39K	Sell	420 -30	-7%	-$2.73K	0.01%	274
2019 Q3	$43K	Buy	450 +30	+7%	+$2.7K	0.01%	249
2019 Q2	$35K	Hold	420	–	–	0.01%	246
2019 Q1	$33K	Hold	420	–	–	0.01%	234
2018 Q4	$29K	Hold	420	–	–	0.01%	206
2018 Q3	$28K	Hold	420	–	–	0.01%	194
2018 Q2	$27K	Hold	420	–	–	0.01%	214
2018 Q1	$26K	Hold	420	–	–	0.01%	234
2017 Q4	$28K	Buy	+420	New	+$28.2K	0.02%	171

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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

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

JP Morgan Chase

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