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Graham Capital Wealth Management’s WEC Energy WEC Stock Holding History

Graham Capital Wealth 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
Q2 		– Sell
-257
Closed -$244K – 146
2023
Q1 		$244K Buy
+257
New +$23.8K 0.04% 157

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

Graham Capital Wealth Management's WEC Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 257 shares — an estimated $244K sold.

Graham Capital Wealth Management first reported a position in WEC in Q1 2023 and held it in 1 quarter. The position peaked at $244K in Q1 2023. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 257 WEC Energy shares in Q2 2023, an estimated $244K.
  • Graham Capital Wealth Management first reported a position in WEC Energy in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's WEC Energy position peaked at $244K in Q1 2023.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.