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Eudaimonia Partners’s WEC Energy WEC Stock Holding History

Eudaimonia Partners’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
-2,190
Closed -$205K – 387
2022
Q4 		$205K Buy
+2,190
New +$202K 0.05% 314
2022
Q3 		– Sell
-2,431
Closed -$245K – 416
2022
Q2 		$245K Sell
2,431
-198
-8% -$20.1K 0.05% 331
2022
Q1 		$262K Buy
+2,629
New +$248K 0.04% 334
2021
Q3 		$231K Buy
2,614
+108
+4% +$10.1K 0.04% 346
2021
Q2 		$223K Buy
2,506
+212
+9% +$20K 0.04% 352
2021
Q1 		$215K Sell
2,294
-47
-2% -$4.1K 0.04% 320
2020
Q4 		$215K Sell
2,341
-17
-0.7% -$1.65K 0.05% 299
2020
Q3 		$228K Buy
2,358
+417
+21% +$38.9K 0.06% 260
2020
Q2 		$170K Buy
1,941
+415
+27% +$37.4K 0.06% 261
2020
Q1 		$134K Sell
1,526
-117
-7% -$11.3K 0.06% 275
2019
Q4 		$151K Buy
+1,643
New +$150K 0.06% 278

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

Eudaimonia Partners's WEC Position: Q1 2023 in Review

Eudaimonia Partners sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 2,190 shares — an estimated $205K sold.

Eudaimonia Partners first reported a position in WEC in Q4 2019 and held it in 11 quarters. The position peaked at $262K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Eudaimonia Partners reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 2,190 WEC Energy shares in Q1 2023, an estimated $205K.
  • Eudaimonia Partners first reported a position in WEC Energy in Q4 2019 and held it in 11 quarters.
  • Eudaimonia Partners's WEC Energy position peaked at $262K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Eudaimonia Partners's 13F filing for Q1 2023, filed 25 Apr 2023.