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Ahrens Investment Partners’s WEC Energy WEC Stock Holding History

Ahrens Investment Partners’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 		$95 Buy
+1
New +$93 ﹤0.01% 1000
2022
Q3 		– Sell
-1
Closed – – 914
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1076
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1130
2021
Q4 		$0 Buy
+1
New +$91 ﹤0.01% 1054

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's WEC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WEC Energy (WEC) in Q1 2023: 1 share worth $95. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WEC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WEC in Q4 2021 and has held it in 4 quarters since. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Ahrens Investment Partners held 1 share of WEC Energy worth $95 as of Q1 2023.
  • WEC Energy was a new Ahrens Investment Partners position in Q1 2023.
  • WEC Energy made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #1000 holding.
  • Ahrens Investment Partners first reported a position in WEC Energy in Q4 2021 and has held it in 4 quarters since.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.