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Evoke Wealth’s WEC Energy WEC Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-63
Closed -$6K – 1138
2022
Q3 		$6K Buy
63
+8
+15% +$817 ﹤0.01% 862
2022
Q2 		$6K Sell
55
-24
-30% -$2.43K ﹤0.01% 872
2022
Q1 		$8K Buy
79
+36
+84% +$3.4K ﹤0.01% 818
2021
Q4 		$4K Buy
43
+4
+10% +$366 ﹤0.01% 969
2021
Q3 		$3K Sell
39
-21
-35% -$1.97K ﹤0.01% 975
2021
Q2 		$5K Buy
60
+21
+54% +$1.98K ﹤0.01% 905
2021
Q1 		$4K Hold
39
– – ﹤0.01% 912
2020
Q4 		$4K Hold
39
– – ﹤0.01% 793
2020
Q3 		$4K Sell
39
-18
-32% -$1.68K ﹤0.01% 742
2020
Q2 		$5K Sell
57
-626
-92% -$56.5K ﹤0.01% 688
2020
Q1 		$60.2K Sell
683
-64
-9% -$6.16K 0.01% 326
2019
Q4 		$68.9K Buy
747
+615
+466% +$56.1K 0.01% 359
2019
Q3 		$12.6K Buy
+132
New +$11.9K ﹤0.01% 777

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Evoke Wealth's WEC Position: Q4 2022 in Review

Evoke Wealth sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 63 shares — an estimated $6K sold.

Evoke Wealth first reported a position in WEC in Q3 2019 and held it in 13 quarters. The position peaked at $68.9K in Q4 2019. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Evoke Wealth reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 63 WEC Energy shares in Q4 2022, an estimated $6K.
  • Evoke Wealth first reported a position in WEC Energy in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's WEC Energy position peaked at $68.9K in Q4 2019.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.