Standard Family Office’s WEC Energy WEC Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-451	Closed	-$40K	–	449
2022 Q3	$40K	Hold	451	–	–	0.02%	152
2022 Q2	$45K	Buy	+451	New	+$45.7K	0.45%	60
2022 Q1	–	Sell	-41	Closed	-$4K	–	239
2021 Q4	$4K	Buy	+41	New	+$3.75K	0.04%	158
2021 Q3	–	Sell	-25	Closed	-$2K	–	516
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	443
2021 Q1	$2K	Buy	25 +6	+32%	+$523	﹤0.01%	478
2020 Q4	$2K	Buy	+19	New	+$1.85K	﹤0.01%	510

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

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Standard Family Office's WEC Position: Q4 2022 in Review

Standard Family Office sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 451 shares — an estimated $40K sold.

Standard Family Office first reported a position in WEC in Q4 2020 and held it in 6 quarters. The position peaked at $45K in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Standard Family Office reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 451 WEC Energy shares in Q4 2022, an estimated $40K.
Standard Family Office first reported a position in WEC Energy in Q4 2020 and held it in 6 quarters.
Standard Family Office's WEC Energy position peaked at $45K in Q2 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.