Weather Gauge Advisory’s WEC Energy WEC Stock Holding History

Weather Gauge 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
2021 Q3	$1.55M	Sell	17,631 -356	-2%	-$33.4K	1.89%	17
2021 Q2	$1.6M	Buy	17,987 +20	+0.1%	+$1.88K	1.86%	16
2021 Q1	$1.68M	Buy	17,967 +323	+2%	+$28.2K	1.98%	15
2020 Q4	$1.62M	Sell	17,644 -804	-4%	-$78.2K	1.89%	16
2020 Q3	$1.79M	Buy	18,448 +419	+2%	+$39K	2.11%	15
2020 Q2	$1.58M	Sell	18,029 -382	-2%	-$34.5K	1.89%	16
2020 Q1	$1.62M	Sell	18,411 -307	-2%	-$29.5K	1.96%	19
2019 Q4	$1.73M	Buy	18,718 +171	+0.9%	+$15.6K	1.52%	20
2019 Q3	$1.76M	Buy	18,547 +39	+0.2%	+$3.51K	1.65%	20
2019 Q2	$1.54M	Buy	18,508 +619	+3%	+$49.6K	1.48%	23
2019 Q1	$1.42M	Buy	17,889 +47	+0.3%	+$3.49K	1.37%	25
2018 Q4	$1.24M	Buy	+17,842	New	+$1.25M	1.35%	25

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

MAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Weather Gauge Advisory's WEC Position: Q3 2021 in Review

Weather Gauge Advisory reduced its WEC Energy (WEC) stake by 2% in Q3 2021, selling an estimated $33.4K and leaving 17,631 shares worth $1.55M. The position accounts for 1.89% of the portfolio, ranked #17.

Weather Gauge Advisory first reported a position in WEC in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.79M in Q3 2020. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

Weather Gauge Advisory held 17,631 shares of WEC Energy worth $1.55M as of Q3 2021.
Weather Gauge Advisory sold 356 WEC Energy shares in Q3 2021, an estimated $33.4K.
WEC Energy made up 1.89% of Weather Gauge Advisory's portfolio in Q3 2021, its #17 holding.
Weather Gauge Advisory first reported a position in WEC Energy in Q4 2018 and has held it in 12 quarters since.
Weather Gauge Advisory's WEC Energy position peaked at $1.79M in Q3 2020.
928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.