Accurate Wealth Management’s WEC Energy WEC Stock Holding History

Accurate 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 Q1	–	Sell	-3,713	Closed	-$359K	–	1457
2022 Q4	$359K	Sell	3,713 -1,277	-26%	-$118K	0.13%	138
2022 Q3	$429K	Buy	4,990 +2,973	+147%	+$304K	0.18%	103
2022 Q2	$202K	Buy	+2,017	New	+$205K	0.11%	148

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

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

MAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accurate Wealth Management's WEC Position: Q1 2023 in Review

Accurate Wealth Management sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 3,713 shares — an estimated $359K sold.

Accurate Wealth Management first reported a position in WEC in Q2 2022 and held it in 3 quarters. The position peaked at $429K in Q3 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

Accurate Wealth Management reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 3,713 WEC Energy shares in Q1 2023, an estimated $359K.
Accurate Wealth Management first reported a position in WEC Energy in Q2 2022 and held it in 3 quarters.
Accurate Wealth Management's WEC Energy position peaked at $429K in Q3 2022.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.