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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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return