Rational Advisors’s WEC Energy WEC Stock Holding History

Rational Advisors’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
2020 Q4	–	Sell	-590	Closed	-$57K	–	601
2020 Q3	$57K	Buy	590 +142	+32%	+$13.2K	0.02%	183
2020 Q2	$39K	Sell	448 -7,252	-94%	-$654K	0.02%	204
2020 Q1	$679K	Buy	7,700 +1,646	+27%	+$158K	0.5%	58
2019 Q4	$558K	Buy	6,054 +5,804	+2,322%	+$529K	0.26%	105
2019 Q3	$24K	Sell	250 -295	-54%	-$26.6K	0.01%	444
2019 Q2	$45K	Sell	545 -346	-39%	-$27.7K	0.02%	357
2019 Q1	$70K	Sell	891 -19,191	-96%	-$1.42M	0.02%	290
2018 Q4	$1.39M	Buy	20,082 +20,076	+334,600%	+$1.41M	0.43%	58
2018 Q3	$0	Sell	6 -55	-90%	-$3.67K	﹤0.01%	568
2018 Q2	$4K	Buy	+61	New	+$3.79K	﹤0.01%	406
2016 Q3	–	Sell	-8,725	Closed	-$570K	–	308
2016 Q2	$570K	Hold	8,725	–	–	0.4%	75
2016 Q1	$524K	Buy	+8,725	New	+$488K	0.34%	78

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 $3.37T AUM 44.26% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rational Advisors's WEC Position: Q4 2020 in Review

Rational Advisors sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 590 shares — an estimated $57K sold.

Rational Advisors first reported a position in WEC in Q1 2016 and held it in 12 quarters. The position peaked at $1.39M in Q4 2018. 963 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

Rational Advisors reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 590 WEC Energy shares in Q4 2020, an estimated $57K.
Rational Advisors first reported a position in WEC Energy in Q1 2016 and held it in 12 quarters.
Rational Advisors's WEC Energy position peaked at $1.39M in Q4 2018.
963 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.