Rather & Kittrell’s WEC Energy WEC Stock Holding History

Rather & Kittrell’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 Q1	–	Sell	-798	Closed	-$77K	–	315
2021 Q4	$77K	Buy	+798	New	+$72.9K	0.07%	105

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

MAM

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

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

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

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

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

Rather & Kittrell's WEC Position: Q1 2022 in Review

Rather & Kittrell sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 798 shares — an estimated $77K sold.

Rather & Kittrell first reported a position in WEC in Q4 2021 and held it in 1 quarter. The position peaked at $77K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

Rather & Kittrell reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 798 WEC Energy shares in Q1 2022, an estimated $77K.
Rather & Kittrell first reported a position in WEC Energy in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's WEC Energy position peaked at $77K in Q4 2021.
1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.