Well Done LLC’s WEC Energy WEC Stock Holding History

Well Done LLC’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
2023 Q3	–	Sell	-2,360	Closed	-$208K	–	176
2023 Q2	$208K	Hold	2,360	–	–	0.04%	154
2023 Q1	$224K	Hold	2,360	–	–	0.05%	158
2022 Q4	$221K	Hold	2,360	–	–	0.05%	165
2022 Q3	$211K	Hold	2,360	–	–	0.05%	150
2022 Q2	$238K	Hold	2,360	–	–	0.05%	150
2022 Q1	$236K	Hold	2,360	–	–	0.05%	164
2021 Q4	$229K	Hold	2,360	–	–	0.05%	164
2021 Q3	$208K	Sell	2,360 -138	-6%	-$12.9K	0.05%	168
2021 Q2	$222K	Hold	2,498	–	–	0.05%	163
2021 Q1	$234K	Buy	2,498 +205	+9%	+$17.9K	0.05%	147
2020 Q4	$211K	Hold	2,293	–	–	0.05%	141
2020 Q3	$222K	Hold	2,293	–	–	0.06%	128
2020 Q2	$201K	Hold	2,293	–	–	0.06%	144
2020 Q1	$202K	Hold	2,293	–	–	0.06%	128
2019 Q4	$211K	Hold	2,293	–	–	0.05%	145
2019 Q3	$218K	Buy	+2,293	New	+$207K	0.05%	139
2019 Q1	–	Sell	-2,293	Closed	-$159K	–	649
2018 Q4	$159K	Buy	+2,293	New	+$161K	0.04%	155
2018 Q2	–	Sell	-2,293	Closed	-$144K	–	517
2018 Q1	$144K	Buy	+2,293	New	+$142K	0.04%	129

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Well Done LLC's WEC Position: Q3 2023 in Review

Well Done LLC sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 2,360 shares — an estimated $208K sold.

Well Done LLC first reported a position in WEC in Q1 2018 and held it in 18 quarters. The position peaked at $238K in Q2 2022. 991 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

Well Done LLC reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
Well Done LLC sold 2,360 WEC Energy shares in Q3 2023, an estimated $208K.
Well Done LLC first reported a position in WEC Energy in Q1 2018 and held it in 18 quarters.
Well Done LLC's WEC Energy position peaked at $238K in Q2 2022.
991 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Well Done LLC's 13F filing for Q3 2023, filed 16 Oct 2023.