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Cypress Capital Management (Delaware)’s WEC Energy WEC Stock Holding History

Cypress Capital Management (Delaware)’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
Q4 		– Sell
-4,003
Closed -$358K – 181
2022
Q3 		$358K Hold
4,003
– – 0.07% 150
2022
Q2 		$403K Hold
4,003
– – 0.06% 147
2022
Q1 		$400K Hold
4,003
– – 0.05% 157
2021
Q4 		$389K Buy
+4,003
New +$366K 0.04% 168

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cypress Capital Management (Delaware)'s WEC Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 4,003 shares — an estimated $358K sold.

Cypress Capital Management (Delaware) first reported a position in WEC in Q4 2021 and held it in 4 quarters. The position peaked at $403K in Q2 2022. 1,066 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 4,003 WEC Energy shares in Q4 2022, an estimated $358K.
  • Cypress Capital Management (Delaware) first reported a position in WEC Energy in Q4 2021 and held it in 4 quarters.
  • Cypress Capital Management (Delaware)'s WEC Energy position peaked at $403K in Q2 2022.
  • 1,066 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.