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Axiom Financial Strategies’s WEC Energy WEC Stock Holding History

Axiom Financial Strategies’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
Q4 		– Sell
-2,939
Closed -$237K – 37
2023
Q3 		$237K Sell
2,939
-45
-2% -$3.91K 0.16% 31
2023
Q2 		$263K Hold
2,984
– – 0.15% 33
2023
Q1 		$283K Buy
2,984
+193
+7% +$17.9K 0.16% 29
2022
Q4 		$262K Buy
2,791
+434
+18% +$40.1K 0.16% 33
2022
Q3 		$211K Sell
2,357
-232
-9% -$23.7K 0.11% 65
2022
Q2 		$261K Hold
2,589
– – 0.14% 55
2022
Q1 		$260K Sell
2,589
-27
-1% -$2.55K 0.13% 59
2021
Q4 		$254K Sell
2,616
-124
-5% -$11.3K 0.12% 65
2021
Q3 		$242K Buy
2,740
+24
+0.9% +$2.25K 0.11% 63
2021
Q2 		$242K Sell
2,716
-173
-6% -$16.3K 0.11% 58
2021
Q1 		$270K Buy
2,889
+168
+6% +$14.6K 0.13% 52
2020
Q4 		$264K Hold
2,721
– – 0.16% 50
2020
Q3 		$264K Sell
2,721
-470
-15% -$43.8K 0.16% 50
2020
Q2 		$280K Buy
3,191
+722
+29% +$65.1K 0.18% 47
2020
Q1 		$218K Buy
+2,469
New +$237K 0.18% 56

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Axiom Financial Strategies's WEC Position: Q4 2023 in Review

Axiom Financial Strategies sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 2,939 shares — an estimated $237K sold.

Axiom Financial Strategies first reported a position in WEC in Q1 2020 and held it in 15 quarters. The position peaked at $283K in Q1 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Axiom Financial Strategies reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Axiom Financial Strategies sold 2,939 WEC Energy shares in Q4 2023, an estimated $237K.
  • Axiom Financial Strategies first reported a position in WEC Energy in Q1 2020 and held it in 15 quarters.
  • Axiom Financial Strategies's WEC Energy position peaked at $283K in Q1 2023.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Axiom Financial Strategies's 13F filing for Q4 2023, filed 13 Feb 2024.