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Curi Wealth Management’s WEC Energy WEC Stock Holding History

Curi Wealth 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
Q3 		– Sell
-60
Closed -$6K – 698
2022
Q2 		$6K Buy
60
+1
+2% +$101 ﹤0.01% 441
2022
Q1 		$5K Hold
59
– – ﹤0.01% 419
2021
Q4 		$5K Buy
+59
New +$5.39K ﹤0.01% 384
2021
Q1 		– Sell
-58
Closed -$5K – 488
2020
Q4 		$5K Buy
+58
New +$5.64K ﹤0.01% 305

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

Curi Wealth Management's WEC Position: Q3 2022 in Review

Curi Wealth Management sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 60 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in WEC in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Curi Wealth Management reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 60 WEC Energy shares in Q3 2022, an estimated $6K.
  • Curi Wealth Management first reported a position in WEC Energy in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's WEC Energy position peaked at $6K in Q2 2022.
  • 1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.