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Ellevest Inc’s WEC Energy WEC Stock Holding History

Ellevest Inc’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 		– Hold
0
– – – 1866
2022
Q4 		– Hold
0
– – – 1833
2020
Q3 		– Sell
-1
Closed -$93 – 1341
2020
Q2 		$0 Sell
1
-264
-100% -$23.8K ﹤0.01% 1360
2020
Q1 		$23K Buy
265
+108
+69% +$10.4K 0.01% 407
2019
Q4 		$14K Hold
157
– – ﹤0.01% 491
2019
Q3 		$15K Hold
157
– – 0.01% 196
2019
Q2 		$13K Sell
157
-97
-38% -$7.78K 0.01% 227
2019
Q1 		$20K Buy
+254
New +$18.8K 0.01% 148

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ellevest Inc's WEC Position: Q1 2023 in Review

Ellevest Inc held its WEC Energy (WEC) position steady in Q1 2023 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Ellevest Inc first reported a position in WEC in Q1 2019 and has held it in 6 quarters since. The position peaked at $23K in Q1 2020. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Ellevest Inc held 0 shares of WEC Energy worth $1 as of Q1 2023.
  • Ellevest Inc left its WEC Energy share count unchanged in Q1 2023.
  • WEC Energy made up ﹤0.01% of Ellevest Inc's portfolio in Q1 2023, its #1866 holding.
  • Ellevest Inc first reported a position in WEC Energy in Q1 2019 and has held it in 6 quarters since.
  • Ellevest Inc's WEC Energy position peaked at $23K in Q1 2020.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.