Vigilant Capital Management’s WEC Energy WEC Stock Holding History

Vigilant Capital 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 Q2	–	Sell	-134	Closed	-$13K	–	655
2022 Q1	$13K	Hold	134	–	–	﹤0.01%	412
2021 Q4	$13K	Hold	134	–	–	﹤0.01%	460
2021 Q3	$12K	Hold	134	–	–	﹤0.01%	466
2021 Q2	$12K	Hold	134	–	–	﹤0.01%	361
2021 Q1	$13K	Hold	134	–	–	﹤0.01%	315
2020 Q4	$12K	Hold	134	–	–	﹤0.01%	294
2020 Q3	$13K	Buy	+134	New	+$12.5K	﹤0.01%	301
2018 Q3	–	Sell	-59	Closed	-$4K	–	486
2018 Q2	$4K	Buy	+59	New	+$3.67K	﹤0.01%	435

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Vigilant Capital Management's WEC Position: Q2 2022 in Review

Vigilant Capital Management sold out of WEC Energy (WEC) in Q2 2022, closing a stake of 134 shares — an estimated $13K sold.

Vigilant Capital Management first reported a position in WEC in Q2 2018 and held it in 8 quarters. The position peaked at $13K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

Vigilant Capital Management reported no remaining WEC Energy position as of Q2 2022 after selling out during the quarter.
Vigilant Capital Management sold 134 WEC Energy shares in Q2 2022, an estimated $13K.
Vigilant Capital Management first reported a position in WEC Energy in Q2 2018 and held it in 8 quarters.
Vigilant Capital Management's WEC Energy position peaked at $13K in Q1 2022.
1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.