Glassy Mountain Advisors’s WEC Energy WEC Stock Holding History

Glassy Mountain Advisors’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	-278	Closed	-$26.1K	–	222
2022 Q4	$26.1K	Buy	+278	New	+$25.7K	0.01%	153

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

Glassy Mountain Advisors's WEC Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 278 shares — an estimated $26.1K sold.

Glassy Mountain Advisors first reported a position in WEC in Q4 2022 and held it in 1 quarter. The position peaked at $26.1K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

Glassy Mountain Advisors reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
Glassy Mountain Advisors sold 278 WEC Energy shares in Q1 2023, an estimated $26.1K.
Glassy Mountain Advisors first reported a position in WEC Energy in Q4 2022 and held it in 1 quarter.
Glassy Mountain Advisors's WEC Energy position peaked at $26.1K in Q4 2022.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.