Executive Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
MAM
Executive Wealth Management's WEC Position: Q3 2023 in Review
Executive Wealth Management sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 2,469 shares — an estimated $218K sold.
Executive Wealth Management first reported a position in WEC in Q4 2018 and held it in 15 quarters. The position peaked at $247K in Q2 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.
- Executive Wealth Management reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
- Executive Wealth Management sold 2,469 WEC Energy shares in Q3 2023, an estimated $218K.
- Executive Wealth Management first reported a position in WEC Energy in Q4 2018 and held it in 15 quarters.
- Executive Wealth Management's WEC Energy position peaked at $247K in Q2 2022.
- 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.
Based on Executive Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.