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Genus Capital Management’s WEC Energy WEC Stock Holding History

Genus Capital 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
-11,300
Closed -$997K – 217
2023
Q2 		$997K Buy
+11,300
New +$1.04M 0.15% 134

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

Genus Capital Management's WEC Position: Q3 2023 in Review

Genus Capital Management sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 11,300 shares — an estimated $997K sold.

Genus Capital Management first reported a position in WEC in Q2 2023 and held it in 1 quarter. The position peaked at $997K in Q2 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Genus Capital Management reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Genus Capital Management sold 11,300 WEC Energy shares in Q3 2023, an estimated $997K.
  • Genus Capital Management first reported a position in WEC Energy in Q2 2023 and held it in 1 quarter.
  • Genus Capital Management's WEC Energy position peaked at $997K in Q2 2023.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Genus Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.