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Almanack Investment Partners’s WEC Energy WEC Stock Holding History

Almanack 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
2022
Q3 		– Sell
-5,329
Closed -$536K – 964
2022
Q2 		$536K Sell
5,329
-60
-1% -$6.08K 0.05% 221
2022
Q1 		$538K Sell
5,389
-177
-3% -$16.7K 0.05% 248
2021
Q4 		$540K Buy
5,566
+36
+0.7% +$3.29K 0.04% 248
2021
Q3 		$488K Buy
5,530
+177
+3% +$16.6K 0.04% 261
2021
Q2 		$476K Buy
5,353
+8
+0.1% +$754 0.05% 235
2021
Q1 		$500K Buy
5,345
+562
+12% +$49K 0.05% 232
2020
Q4 		$440K Buy
4,783
+120
+3% +$11.7K 0.05% 233
2020
Q3 		$489K Buy
4,663
+409
+10% +$38.1K 0.06% 215
2020
Q2 		$373K Sell
4,254
-1,747
-29% -$158K 0.07% 154
2020
Q1 		$529K Buy
6,001
+1,890
+46% +$182K 0.11% 118
2019
Q4 		$379K Sell
4,111
-648
-14% -$59.1K 0.07% 127
2019
Q3 		$453K Buy
4,759
+231
+5% +$20.8K 0.09% 124
2019
Q2 		$377K Buy
4,528
+130
+3% +$10.4K 0.09% 115
2019
Q1 		$348K Buy
+4,398
New +$326K 0.1% 95

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Almanack Investment Partners's WEC Position: Q3 2022 in Review

Almanack Investment Partners sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 5,329 shares — an estimated $536K sold.

Almanack Investment Partners first reported a position in WEC in Q1 2019 and held it in 14 quarters. The position peaked at $540K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Almanack Investment Partners reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 5,329 WEC Energy shares in Q3 2022, an estimated $536K.
  • Almanack Investment Partners first reported a position in WEC Energy in Q1 2019 and held it in 14 quarters.
  • Almanack Investment Partners's WEC Energy position peaked at $540K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.