Autus Asset Management’s WEC Energy WEC Stock Holding History

Autus Asset 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
2022 Q4	$253K	Hold	2,700	–	–	0.05%	132
2022 Q3	$241K	Hold	2,700	–	–	0.05%	127
2022 Q2	$272K	Sell	2,700 -73	-3%	-$7.4K	0.05%	126
2022 Q1	$276K	Buy	2,773 +73	+3%	+$6.89K	0.04%	131
2021 Q4	$262K	Hold	2,700	–	–	0.03%	162
2021 Q3	$238K	Sell	2,700 -31	-1%	-$2.91K	0.03%	159
2021 Q2	$243K	Hold	2,731	–	–	0.03%	156
2021 Q1	$256K	Buy	+2,731	New	+$238K	0.03%	151
2020 Q4	–	Sell	-2,700	Closed	-$262K	–	160
2020 Q3	$262K	Hold	2,700	–	–	0.03%	143
2020 Q2	$237K	Hold	2,700	–	–	0.03%	144
2020 Q1	$238K	Hold	2,700	–	–	0.04%	128
2019 Q4	$249K	Hold	2,700	–	–	0.04%	144
2019 Q3	$257K	Hold	2,700	–	–	0.04%	140
2019 Q2	$225K	Hold	2,700	–	–	0.04%	146
2019 Q1	$214K	Sell	2,700 -482	-15%	-$35.8K	0.04%	148
2018 Q4	$220K	Hold	3,182	–	–	0.04%	139
2018 Q3	$212K	Buy	+3,182	New	+$212K	0.04%	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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Autus Asset Management's WEC Position: Q4 2022 in Review

Autus Asset Management held its WEC Energy (WEC) position steady in Q4 2022 at 2,700 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #132.

Autus Asset Management first reported a position in WEC in Q3 2018 and has held it in 17 quarters since. The position peaked at $276K in Q1 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Autus Asset Management held 2,700 shares of WEC Energy worth $253K as of Q4 2022.
Autus Asset Management left its WEC Energy share count unchanged in Q4 2022.
WEC Energy made up 0.05% of Autus Asset Management's portfolio in Q4 2022, its #132 holding.
Autus Asset Management first reported a position in WEC Energy in Q3 2018 and has held it in 17 quarters since.
Autus Asset Management's WEC Energy position peaked at $276K in Q1 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.