Simon Quick Advisors’s WEC Energy WEC Stock Holding History

Simon Quick 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
2021 Q4	–	Sell	-10	Closed	–	–	422
2021 Q3	$0	Sell	10 -2	-17%	-$188	﹤0.01%	450
2021 Q2	$1K	Sell	12 -588	-98%	-$55.4K	﹤0.01%	436
2021 Q1	$56K	Buy	+600	New	+$52.3K	0.02%	233
2020 Q1	–	Sell	-356	Closed	-$33K	–	717
2019 Q4	$33K	Buy	356 +54	+18%	+$4.92K	0.01%	275
2019 Q3	$29K	Sell	302 -83	-22%	-$7.48K	0.01%	220
2019 Q2	$32.1K	Buy	385 +85	+28%	+$6.82K	0.02%	142
2019 Q1	$24K	Buy	+300	New	+$22.3K	0.01%	292
2018 Q3	–	Sell	-109	Closed	-$7K	–	344
2018 Q2	$7K	Sell	109 -59	-35%	-$3.67K	﹤0.01%	281
2018 Q1	$11K	Sell	168 -457	-73%	-$28.4K	﹤0.01%	237
2017 Q4	$40K	Buy	+625	New	+$41.9K	0.02%	247

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

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

Geode Capital Management

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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