Gilbert & Cook’s WEC Energy WEC Stock Holding History

Gilbert & Cook’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	-3,385	Closed	-$317K	–	221
2022 Q4	$317K	Sell	3,385 -3,520	-51%	-$325K	0.06%	161
2022 Q3	$623K	Buy	6,905 +246	+4%	+$25.1K	0.14%	79
2022 Q2	$670K	Buy	+6,659	New	+$675K	0.12%	70

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gilbert & Cook's WEC Position: Q1 2023 in Review

Gilbert & Cook sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 3,385 shares — an estimated $317K sold.

Gilbert & Cook first reported a position in WEC in Q2 2022 and held it in 3 quarters. The position peaked at $670K in Q2 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

Gilbert & Cook reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
Gilbert & Cook sold 3,385 WEC Energy shares in Q1 2023, an estimated $317K.
Gilbert & Cook first reported a position in WEC Energy in Q2 2022 and held it in 3 quarters.
Gilbert & Cook's WEC Energy position peaked at $670K in Q2 2022.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Gilbert & Cook's 13F filing for Q1 2023, filed 5 May 2023.