First Command Bank’s WEC Energy WEC Stock Holding History

First Command Bank’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	$200K	Sell	2,262 -415	-16%	-$38.3K	0.02%	139
2023 Q1	$254K	Sell	2,677 -29	-1%	-$2.69K	0.03%	110
2022 Q4	$254K	Sell	2,706 -46	-2%	-$4.25K	0.03%	105
2022 Q3	$246K	Hold	2,752	–	–	0.04%	100
2022 Q2	$277K	Sell	2,752 -18	-0.6%	-$1.82K	0.04%	98
2022 Q1	$276K	Buy	2,770 +425	+18%	+$40.1K	0.04%	117
2021 Q4	$207K	Hold	2,345	–	–	0.04%	140
2021 Q3	$207K	Buy	2,345 +18	+0.8%	+$1.69K	0.04%	140
2021 Q2	$207K	Hold	2,327	–	–	0.02%	137
2021 Q1	$218K	Buy	2,327 +65	+3%	+$5.67K	0.05%	121
2020 Q4	$208K	Hold	2,262	–	–	0.05%	112
2020 Q3	$220K	Hold	2,262	–	–	0.06%	100
2020 Q2	$198K	Hold	2,262	–	–	0.06%	105
2020 Q1	$200K	Sell	2,262 -55	-2%	-$5.29K	0.11%	105
2019 Q4	$214K	Hold	2,317	–	–	0.1%	120
2019 Q3	$220K	Hold	2,317	–	–	0.11%	111
2019 Q2	$193K	Hold	2,317	–	–	0.1%	122
2019 Q1	$183K	Hold	2,317	–	–	0.09%	118
2018 Q4	$161K	Sell	2,317 -1,801	-44%	-$126K	0.08%	119
2018 Q3	$274K	Hold	4,118	–	–	0.08%	100
2018 Q2	$265K	Buy	4,118 +1,801	+78%	+$112K	0.08%	102
2018 Q1	$145K	Hold	2,317	–	–	0.08%	124
2017 Q4	$154K	Hold	2,317	–	–	0.09%	117
2017 Q3	$145K	Hold	2,317	–	–	0.09%	110
2017 Q2	$143K	Hold	2,317	–	–	0.09%	114
2017 Q1	$140K	Hold	2,317	–	–	0.1%	109
2016 Q4	$136K	Buy	+2,317	New	+$133K	0.11%	108

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Command Bank's WEC Position: Q2 2023 in Review

First Command Bank reduced its WEC Energy (WEC) stake by 16% in Q2 2023, selling an estimated $38.3K and leaving 2,262 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #139.

First Command Bank first reported a position in WEC in Q4 2016 and has held it in 27 quarters since. The position peaked at $277K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

First Command Bank held 2,262 shares of WEC Energy worth $200K as of Q2 2023.
First Command Bank sold 415 WEC Energy shares in Q2 2023, an estimated $38.3K.
WEC Energy made up 0.02% of First Command Bank's portfolio in Q2 2023, its #139 holding.
First Command Bank first reported a position in WEC Energy in Q4 2016 and has held it in 27 quarters since.
First Command Bank's WEC Energy position peaked at $277K in Q2 2022.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.