Sonora Investment Management’s WEC Energy WEC Stock Holding History

Sonora Investment 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
2021 Q3	$136K	Hold	1,545	–	–	0.02%	255
2021 Q2	$137K	Sell	1,545 -200	-11%	-$18.8K	0.02%	241
2021 Q1	$163K	Buy	1,745 +286	+20%	+$24.9K	0.01%	321
2020 Q4	$134K	Sell	1,459 -16	-1%	-$1.56K	0.01%	360
2020 Q3	$143K	Hold	1,475	–	–	0.01%	311
2020 Q2	$129K	Sell	1,475 -166	-10%	-$15K	0.01%	294
2020 Q1	$145K	Hold	1,641	–	–	0.02%	259
2019 Q4	$151K	Hold	1,641	–	–	0.01%	279
2019 Q3	$156K	Buy	1,641 +200	+14%	+$18K	0.02%	269
2019 Q2	$120K	Buy	1,441 +196	+16%	+$15.7K	0.01%	305
2019 Q1	$98K	Hold	1,245	–	–	0.01%	340
2018 Q4	$86K	Hold	1,245	–	–	0.01%	310
2018 Q3	$83K	Hold	1,245	–	–	0.01%	312
2018 Q2	$80K	Hold	1,245	–	–	0.01%	302
2018 Q1	$78.1K	Buy	+1,245	New	+$77.2K	0.01%	294
2016 Q2	–	Sell	-92	Closed	-$5.23K	–	931
2016 Q1	$5.23K	Hold	92	–	–	﹤0.01%	721
2015 Q4	$5K	Sell	92 -27	-23%	-$1.38K	﹤0.01%	642
2015 Q3	$6K	Buy	+119	New	+$5.79K	﹤0.01%	668

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Sonora Investment Management's WEC Position: Q3 2021 in Review

Sonora Investment Management held its WEC Energy (WEC) position steady in Q3 2021 at 1,545 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #255.

Sonora Investment Management first reported a position in WEC in Q3 2015 and has held it in 18 quarters since. The position peaked at $163K in Q1 2021. 929 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

Sonora Investment Management held 1,545 shares of WEC Energy worth $136K as of Q3 2021.
Sonora Investment Management left its WEC Energy share count unchanged in Q3 2021.
WEC Energy made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #255 holding.
Sonora Investment Management first reported a position in WEC Energy in Q3 2015 and has held it in 18 quarters since.
Sonora Investment Management's WEC Energy position peaked at $163K in Q1 2021.
929 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.