Bank Julius Baer & Co
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Bank Julius Baer & Co’s WEC Energy WEC Stock Holding History

Bank Julius Baer & Co’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
-1,719
Closed -$173K – 635
2022
Q2 		$173K Hold
1,719
– – ﹤0.01% 423
2022
Q1 		$172K Hold
1,719
– – ﹤0.01% 434
2021
Q4 		$167K Buy
1,719
+37
+2% +$3.38K ﹤0.01% 549
2021
Q3 		$148K Sell
1,682
-207
-11% -$19.4K ﹤0.01% 591
2021
Q2 		$168K Buy
1,889
+53
+3% +$4.99K ﹤0.01% 590
2021
Q1 		$172K Sell
1,836
-489
-21% -$42.6K ﹤0.01% 563
2020
Q4 		$214K Buy
2,325
+141
+6% +$13.7K ﹤0.01% 574
2020
Q3 		$212K Buy
2,184
+3
+0.1% +$280 ﹤0.01% 500
2020
Q2 		$191K Buy
2,181
+183
+9% +$16.5K ﹤0.01% 471
2020
Q1 		$176K Buy
+1,998
New +$192K ﹤0.01% 409

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

Bank Julius Baer & Co's WEC Position: Q3 2022 in Review

Bank Julius Baer & Co sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 1,719 shares — an estimated $173K sold.

Bank Julius Baer & Co first reported a position in WEC in Q1 2020 and held it in 10 quarters. The position peaked at $214K in Q4 2020. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Bank Julius Baer & Co reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,719 WEC Energy shares in Q3 2022, an estimated $173K.
  • Bank Julius Baer & Co first reported a position in WEC Energy in Q1 2020 and held it in 10 quarters.
  • Bank Julius Baer & Co's WEC Energy position peaked at $214K in Q4 2020.
  • 1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Bank Julius Baer & Co's 13F filing for Q3 2022, filed 4 Nov 2022.