Wipfli Financial Advisors’s WEC Energy WEC Stock Holding History

Wipfli Financial Advisors’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	$911K	Buy	+10,186	New	+$1.04M	0.06%	135

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

Wipfli Financial Advisors's WEC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WEC Energy (WEC) in Q3 2022: 10,186 shares worth $911K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings.

1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Wipfli Financial Advisors held 10,186 shares of WEC Energy worth $911K as of Q3 2022.
WEC Energy was a new Wipfli Financial Advisors position in Q3 2022.
WEC Energy made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #135 holding.
1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.