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FourThought Financial Partners’s WEC Energy WEC Stock Holding History

FourThought Financial Partners’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
Q1 		– Sell
-2,303
Closed -$216K – 340
2022
Q4 		$216K Buy
+2,303
New +$213K 0.03% 295

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Deutsche Bank
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MAM
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FourThought Financial Partners's WEC Position: Q1 2023 in Review

FourThought Financial Partners sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 2,303 shares — an estimated $216K sold.

FourThought Financial Partners first reported a position in WEC in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • FourThought Financial Partners reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 2,303 WEC Energy shares in Q1 2023, an estimated $216K.
  • FourThought Financial Partners first reported a position in WEC Energy in Q4 2022 and held it in 1 quarter.
  • FourThought Financial Partners's WEC Energy position peaked at $216K in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on FourThought Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.