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Executive Wealth Management’s WEC Energy WEC Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-2,469
Closed -$218K – 212
2023
Q2 		$218K Buy
2,469
+9
+0.4% +$832 0.02% 190
2023
Q1 		$233K Hold
2,460
– – 0.03% 179
2022
Q4 		$231K Buy
2,460
+2,241
+1,023% +$207K 0.03% 175
2022
Q3 		$219 Sell
219
-2,241
-91% -$229K 0.03% 170
2022
Q2 		$247K Sell
2,460
-9
-0.4% -$913 0.03% 162
2022
Q1 		$246K Buy
2,469
+9
+0.4% +$850 0.03% 172
2021
Q4 		$238K Buy
2,460
+21
+0.9% +$1.92K 0.02% 176
2021
Q3 		$215K Hold
2,439
– – 0.02% 175
2021
Q2 		$216K Sell
2,439
-100
-4% -$9.42K 0.02% 180
2021
Q1 		$237K Buy
2,539
+100
+4% +$8.72K 0.03% 171
2020
Q4 		$224K Buy
+2,439
New +$237K 0.03% 161
2019
Q4 		– Sell
-2,492
Closed -$237K – 168
2019
Q3 		$237K Buy
2,492
+743
+42% +$66.9K 0.04% 123
2019
Q2 		$146K Buy
1,749
+3
+0.2% +$241 0.02% 185
2019
Q1 		$138K Buy
1,746
+329
+23% +$24.4K 0.02% 174
2018
Q4 		$98K Buy
+1,417
New +$99.5K 0.02% 203

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.