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Empire Financial Management Company’s WEC Energy WEC Stock Holding History

Empire Financial Management Company’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 		– Sell
-2,624
Closed -$249K – 201
2023
Q1 		$249K Buy
+2,624
New +$243K 0.1% 179

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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

Empire Financial Management Company's WEC Position: Q2 2023 in Review

Empire Financial Management Company sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 2,624 shares — an estimated $249K sold.

Empire Financial Management Company first reported a position in WEC in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • Empire Financial Management Company reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 2,624 WEC Energy shares in Q2 2023, an estimated $249K.
  • Empire Financial Management Company first reported a position in WEC Energy in Q1 2023 and held it in 1 quarter.
  • Empire Financial Management Company's WEC Energy position peaked at $249K in Q1 2023.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Empire Financial Management Company's 13F filing for Q2 2023, filed 27 Jul 2023.