Surevest’s WEC Energy WEC Stock Holding History

Surevest’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 Q3	$1K	Hold	11	–	–	﹤0.01%	502
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	544
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	514
2021 Q4	$1K	Buy	+11	New	+$1.01K	﹤0.01%	522

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

MAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Surevest's WEC Position: Q3 2022 in Review

Surevest held its WEC Energy (WEC) position steady in Q3 2022 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Surevest first reported a position in WEC in Q4 2021 and has held it in 4 quarters since. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Surevest held 11 shares of WEC Energy worth $1K as of Q3 2022.
Surevest left its WEC Energy share count unchanged in Q3 2022.
WEC Energy made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #502 holding.
Surevest first reported a position in WEC Energy in Q4 2021 and has held it in 4 quarters since.
1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.