Toth Financial Advisory’s WEC Energy WEC Stock Holding History

Toth Financial Advisory’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	–	Sell	-22	Closed	-$2K	–	811
2022 Q2	$2K	Buy	+22	New	+$2.23K	﹤0.01%	619
2022 Q1	–	Sell	-29	Closed	-$3K	–	813
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	623
2021 Q3	$3K	Buy	+29	New	+$2.72K	﹤0.01%	624
2018 Q1	–	Sell	-338	Closed	-$22K	–	467
2017 Q4	$22K	Buy	+338	New	+$22.7K	0.01%	267

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

Toth Financial Advisory's WEC Position: Q3 2022 in Review

Toth Financial Advisory sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 22 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in WEC in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q4 2017. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Toth Financial Advisory reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
Toth Financial Advisory sold 22 WEC Energy shares in Q3 2022, an estimated $2K.
Toth Financial Advisory first reported a position in WEC Energy in Q4 2017 and held it in 4 quarters.
Toth Financial Advisory's WEC Energy position peaked at $22K in Q4 2017.
1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Toth Financial Advisory's 13F filing for Q3 2022, filed 14 Oct 2022.