Column Capital Advisors’s WEC Energy WEC Stock Holding History

Column Capital Advisors’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 Q3	$85.1K	Sell	1,056 -35	-3%	-$3.04K	0.01%	249
2023 Q2	$96.3K	Sell	1,091 -10	-0.9%	-$924	0.01%	225
2023 Q1	$104K	Hold	1,101	–	–	0.02%	216
2022 Q4	$103K	Hold	1,101	–	–	0.02%	200
2022 Q3	$98K	Hold	1,101	–	–	0.02%	187
2022 Q2	$111K	Hold	1,101	–	–	0.02%	171
2022 Q1	$110K	Sell	1,101 -3	-0.3%	-$283	0.02%	184
2021 Q4	$107K	Hold	1,104	–	–	0.02%	199
2021 Q3	$97K	Hold	1,104	–	–	0.02%	189
2021 Q2	$98K	Hold	1,104	–	–	0.02%	187
2021 Q1	$103K	Hold	1,104	–	–	0.02%	176
2020 Q4	$102K	Sell	1,104 -366	-25%	-$35.6K	0.03%	165
2020 Q3	$142K	Buy	1,470 +266	+22%	+$24.8K	0.04%	119
2020 Q2	$105K	Hold	1,204	–	–	0.04%	145
2020 Q1	$106K	Hold	1,204	–	–	0.04%	115
2019 Q4	$111K	Buy	+1,204	New	+$110K	0.06%	135

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Column Capital Advisors's WEC Position: Q3 2023 in Review

Column Capital Advisors reduced its WEC Energy (WEC) stake by 3.2% in Q3 2023, selling an estimated $3.04K and leaving 1,056 shares worth $85.1K. The position accounts for 0.01% of the portfolio, ranked #249.

Column Capital Advisors first reported a position in WEC in Q4 2019 and has held it in 16 quarters since. The position peaked at $142K in Q3 2020. 991 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

Column Capital Advisors held 1,056 shares of WEC Energy worth $85.1K as of Q3 2023.
Column Capital Advisors sold 35 WEC Energy shares in Q3 2023, an estimated $3.04K.
WEC Energy made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #249 holding.
Column Capital Advisors first reported a position in WEC Energy in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's WEC Energy position peaked at $142K in Q3 2020.
991 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.