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 $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

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

Bank of America

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

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