Sciencast Management’s WEC Energy WEC Stock Holding History

Sciencast Management’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
2024 Q3	–	Sell	-11,127	Closed	-$873K	–	361
2024 Q2	$873K	Sell	11,127 -12,611	-53%	-$1.02M	0.3%	133
2024 Q1	$1.95M	Buy	23,738 +5,207	+28%	+$419K	1.19%	2
2023 Q4	$1.56M	Buy	+18,531	New	+$1.53M	0.85%	15
2023 Q2	–	Sell	-7,293	Closed	-$685K	–	327
2023 Q1	$685K	Buy	+7,293	New	+$675K	0.91%	38
2022 Q1	–	Sell	-16,510	Closed	-$1.6M	–	782
2021 Q4	$1.6M	Buy	+16,510	New	+$1.51M	0.28%	118
2021 Q2	–	Sell	-14,150	Closed	-$1.32M	–	725
2021 Q1	$1.32M	Sell	14,150 -17,361	-55%	-$1.51M	0.26%	123
2020 Q4	$2.88M	Buy	31,511 +27,411	+669%	+$2.67M	0.6%	37
2020 Q3	$413K	Buy	+4,100	New	+$382K	0.16%	217
2019 Q4	–	Sell	-22,700	Closed	-$2.14M	–	620
2019 Q3	$2.14M	Buy	+22,700	New	+$2.05M	0.71%	30
2016 Q3	–	Sell	-28,978	Closed	-$1.89M	–	267
2016 Q2	$1.89M	Buy	+28,978	New	+$1.74M	0.83%	28

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

Geode Capital Management

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return