Accel Wealth Management’s WEC Energy WEC Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-6	Closed	-$578	–	874
2023 Q1	$578	Sell	6 -100	-94%	-$9.26K	﹤0.01%	1209
2022 Q4	$9.94K	Hold	106	–	–	﹤0.01%	708
2022 Q3	$10K	Sell	106 -582	-85%	-$59.5K	0.01%	738
2022 Q2	$69K	Buy	688 +6	+0.9%	+$608	0.04%	295
2022 Q1	$69K	Buy	682 +100	+17%	+$9.44K	0.04%	308
2021 Q4	$56K	Buy	+582	New	+$53.2K	0.03%	364

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

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

MAM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accel Wealth Management's WEC Position: Q2 2023 in Review

Accel Wealth Management sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 6 shares — an estimated $578 sold.

Accel Wealth Management first reported a position in WEC in Q4 2021 and held it in 6 quarters. The position peaked at $69K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

Accel Wealth Management reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 6 WEC Energy shares in Q2 2023, an estimated $578.
Accel Wealth Management first reported a position in WEC Energy in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's WEC Energy position peaked at $69K in Q2 2022.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.