Total Clarity Wealth Management’s WEC Energy WEC Stock Holding History

Total Clarity Wealth 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
2022 Q1	–	Sell	-564	Closed	-$55K	–	910
2021 Q4	$55K	Hold	564	–	–	0.03%	386
2021 Q3	$50K	Buy	+564	New	+$52.9K	0.02%	407
2021 Q2	–	Sell	-564	Closed	-$53K	–	744
2021 Q1	$53K	Buy	+564	New	+$49.2K	0.03%	329
2020 Q1	–	Sell	-564	Closed	-$52K	–	624
2019 Q4	$52K	Buy	+564	New	+$51.4K	0.04%	260

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

MAM

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

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

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

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

Total Clarity Wealth Management's WEC Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 564 shares — an estimated $55K sold.

Total Clarity Wealth Management first reported a position in WEC in Q4 2019 and held it in 4 quarters. The position peaked at $55K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

Total Clarity Wealth Management reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 564 WEC Energy shares in Q1 2022, an estimated $55K.
Total Clarity Wealth Management first reported a position in WEC Energy in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's WEC Energy position peaked at $55K in Q4 2021.
1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.