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Dakota Community Bank & Trust’s WEC Energy WEC Stock Holding History

Dakota Community Bank & Trust’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 		– Sell
-311
Closed -$27.4K – 137
2023
Q2 		$27.4K Buy
+311
New +$28.7K 0.16% 92

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

Dakota Community Bank & Trust's WEC Position: Q3 2023 in Review

Dakota Community Bank & Trust sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 311 shares — an estimated $27.4K sold.

Dakota Community Bank & Trust first reported a position in WEC in Q2 2023 and held it in 1 quarter. The position peaked at $27.4K in Q2 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Dakota Community Bank & Trust reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Dakota Community Bank & Trust sold 311 WEC Energy shares in Q3 2023, an estimated $27.4K.
  • Dakota Community Bank & Trust first reported a position in WEC Energy in Q2 2023 and held it in 1 quarter.
  • Dakota Community Bank & Trust's WEC Energy position peaked at $27.4K in Q2 2023.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Dakota Community Bank & Trust's 13F filing for Q3 2023, filed 28 Nov 2023.