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First Command Financial Services’s WEC Energy WEC Stock Holding History

First Command Financial Services’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 Sell
2,770
-175
-6% -$16.5K 0.04% 117
2021
Q4 		$286K Buy
2,945
+600
+26% +$54.8K 0.04% 115
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
– – 0.01% 130
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
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 Command Financial Services's WEC Position: Q2 2023 in Review

First Command Financial Services 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 Financial Services first reported a position in WEC in Q4 2016 and has held it in 27 quarters since. The position peaked at $286K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • First Command Financial Services held 2,262 shares of WEC Energy worth $200K as of Q2 2023.
  • First Command Financial Services sold 415 WEC Energy shares in Q2 2023, an estimated $38.3K.
  • WEC Energy made up 0.02% of First Command Financial Services's portfolio in Q2 2023, its #139 holding.
  • First Command Financial Services first reported a position in WEC Energy in Q4 2016 and has held it in 27 quarters since.
  • First Command Financial Services's WEC Energy position peaked at $286K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

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