Proficio Capital Partners’s WEC Energy WEC Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-242	Closed	-$20K	–	1534
2019 Q2	$20K	Buy	242 +161	+199%	+$12.9K	0.01%	693
2019 Q1	$6K	Hold	81	–	–	﹤0.01%	1074
2018 Q4	$6K	Hold	81	–	–	﹤0.01%	844
2018 Q3	$5K	Buy	81 +13	+19%	+$866	﹤0.01%	965
2018 Q2	$4K	Hold	68	–	–	﹤0.01%	1043
2018 Q1	$4K	Buy	68 +16	+31%	+$993	﹤0.01%	1044
2017 Q4	$3K	Sell	52 -2	-4%	-$134	﹤0.01%	1084
2017 Q3	$3K	Sell	54 -7	-11%	-$447	﹤0.01%	1051
2017 Q2	$4K	Sell	61 -9	-13%	-$556	﹤0.01%	1014
2017 Q1	$4K	Buy	70 +20	+40%	+$1.18K	﹤0.01%	1042
2016 Q4	$3K	Buy	+50	New	+$2.87K	﹤0.01%	859
2016 Q2	–	Sell	-55	Closed	-$3K	–	1182
2016 Q1	$3K	Hold	55	–	–	﹤0.01%	679
2015 Q4	$3K	Buy	+55	New	+$2.81K	﹤0.01%	594

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Geode Capital Management

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