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 $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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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