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First Capital Advisors Group’s WEC Energy WEC Stock Holding History

First Capital Advisors Group’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 		$23.6K Buy
+268
New +$24.8K 0.01% 396
2018
Q2 		– Sell
-5
Closed – – 765
2018
Q1 		$0 Buy
+5
New +$310 ﹤0.01% 892

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
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

First Capital Advisors Group's WEC Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in WEC Energy (WEC) in Q2 2023: 268 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WEC as recently as Q1 2018.

First Capital Advisors Group first reported a position in WEC in Q1 2018 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • First Capital Advisors Group held 268 shares of WEC Energy worth $23.6K as of Q2 2023.
  • WEC Energy was a new First Capital Advisors Group position in Q2 2023.
  • WEC Energy made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #396 holding.
  • First Capital Advisors Group first reported a position in WEC Energy in Q1 2018 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.