Sun Life Financial’s WEC Energy WEC Stock Holding History

Sun Life Financial’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 Q2	–	Sell	-189	Closed	-$18K	–	479
2021 Q1	$18K	Buy	189 +2	+1%	+$174	﹤0.01%	292
2020 Q4	$17K	Sell	187 -3	-2%	-$292	﹤0.01%	287
2020 Q3	$18K	Buy	190 +2	+1%	+$186	﹤0.01%	256
2020 Q2	$16K	Sell	188 -4	-2%	-$361	﹤0.01%	240
2020 Q1	$17K	Buy	192 +6	+3%	+$577	﹤0.01%	208
2019 Q4	$17K	Sell	186 -70	-27%	-$6.38K	﹤0.01%	234
2019 Q3	$24K	Buy	256 +1	+0.4%	+$90	0.01%	375
2019 Q2	$21K	Sell	255 -284	-53%	-$22.8K	0.01%	384
2019 Q1	$43K	Sell	539 -332	-38%	-$24.6K	0.01%	370
2018 Q4	$60K	Buy	871 +5	+0.6%	+$351	0.01%	361
2018 Q3	$58K	Buy	866 +11	+1%	+$733	0.01%	409
2018 Q2	$55K	Buy	855 +765	+850%	+$47.5K	0.01%	414
2018 Q1	$1.44K	Sell	90 -600	-87%	-$37.2K	0.01%	259
2017 Q4	$46K	Sell	690 -1,636	-70%	-$110K	﹤0.01%	285
2017 Q3	$146K	Buy	2,326 +15	+0.6%	+$957	0.01%	282
2017 Q2	$142K	Buy	2,311 +2,301	+23,010%	+$142K	0.02%	276
2017 Q1	$170	Hold	10	–	–	﹤0.01%	299
2016 Q4	$169	Buy	+10	New	+$574	﹤0.01%	249

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

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

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

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return