GSB Wealth Management’s WEC Energy WEC Stock Holding History

GSB 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
2022 Q4	–	Sell	-3,000	Closed	-$268K	–	211
2022 Q3	$268K	Hold	3,000	–	–	0.1%	176
2022 Q2	$302K	Hold	3,000	–	–	0.1%	173
2022 Q1	$299K	Hold	3,000	–	–	0.09%	187
2021 Q4	$291K	Hold	3,000	–	–	0.08%	190
2021 Q3	$265K	Hold	3,000	–	–	0.14%	133
2021 Q2	$267K	Hold	3,000	–	–	0.08%	194
2021 Q1	$281K	Buy	+3,000	New	+$262K	0.09%	177

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GSB Wealth Management's WEC Position: Q4 2022 in Review

GSB Wealth Management sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 3,000 shares — an estimated $268K sold.

GSB Wealth Management first reported a position in WEC in Q1 2021 and held it in 7 quarters. The position peaked at $302K in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

GSB Wealth Management reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
GSB Wealth Management sold 3,000 WEC Energy shares in Q4 2022, an estimated $268K.
GSB Wealth Management first reported a position in WEC Energy in Q1 2021 and held it in 7 quarters.
GSB Wealth Management's WEC Energy position peaked at $302K in Q2 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on GSB Wealth Management's 13F filing for Q4 2022, filed 16 Feb 2023.