DA
WEC icon

Denali Advisors’s WEC Energy WEC Stock Holding History

Denali 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
Q1 		– Sell
-2,200
Closed -$206K – 497
2022
Q4 		$206K Buy
2,200
+100
+5% +$9.24K 0.09% 143
2022
Q3 		$188K Buy
+2,100
New +$215K 0.09% 140
2019
Q2 		– Sell
-22,000
Closed -$1.74M – 329
2019
Q1 		$1.74M Sell
22,000
-11,500
-34% -$853K 0.28% 70
2018
Q4 		$2.32M Buy
33,500
+27,000
+415% +$1.9M 0.39% 59
2018
Q3 		$434K Buy
+6,500
New +$433K 0.06% 110
2015
Q4 		– Sell
-12,295
Closed -$642K – 310
2015
Q3 		$642K Hold
12,295
– – 0.15% 108
2015
Q2 		$553K Buy
+12,295
New +$590K 0.12% 116

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Denali Advisors's WEC Position: Q1 2023 in Review

Denali Advisors sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 2,200 shares — an estimated $206K sold.

Denali Advisors first reported a position in WEC in Q2 2015 and held it in 7 quarters. The position peaked at $2.32M in Q4 2018. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Denali Advisors reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Denali Advisors sold 2,200 WEC Energy shares in Q1 2023, an estimated $206K.
  • Denali Advisors first reported a position in WEC Energy in Q2 2015 and held it in 7 quarters.
  • Denali Advisors's WEC Energy position peaked at $2.32M in Q4 2018.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Denali Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.