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EA Series Trust’s WEC Energy WEC Stock Holding History

EA Series 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
Q2 		$274K Buy
+3,102
New +$287K 0.01% 994

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EA Series Trust's WEC Position: Q2 2023 in Review

EA Series Trust opened a new position in WEC Energy (WEC) in Q2 2023: 3,102 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #994 among its holdings.

1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • EA Series Trust held 3,102 shares of WEC Energy worth $274K as of Q2 2023.
  • WEC Energy was a new EA Series Trust position in Q2 2023.
  • WEC Energy made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #994 holding.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.